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Essential Partners’s WEC Energy WEC Stock Holding History

Essential Partners’s Portfolio WEC Stock Details WEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.4K Buy
158
+106
+204% +$12.1K 0.01% 939
2026
Q1 		$6.02K Sell
52
-124
-70% -$13.9K ﹤0.01% 1496
2025
Q4 		$18.6K Buy
176
+35
+25% +$3.88K 0.01% 940
2025
Q3 		$16.2K Buy
141
+92
+188% +$9.97K 0.01% 974
2025
Q2 		$5.11K Buy
+49
New +$5.21K ﹤0.01% 1047

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Essential Partners's WEC Position: Q2 2026 in Review

Essential Partners increased its WEC Energy (WEC) stake by 204% in Q2 2026, buying an estimated $12.1K and bringing the position to 158 shares worth $18.4K. The position accounts for 0.01% of the portfolio, ranked #939.

Essential Partners first reported a position in WEC in Q2 2025 and has held it in 5 quarters since. The position peaked at $18.6K in Q4 2025. 1,404 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Essential Partners held 158 shares of WEC Energy worth $18.4K as of Q2 2026.
  • Essential Partners bought 106 WEC Energy shares in Q2 2026, an estimated $12.1K.
  • WEC Energy made up 0.01% of Essential Partners's portfolio in Q2 2026, its #939 holding.
  • Essential Partners first reported a position in WEC Energy in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's WEC Energy position peaked at $18.6K in Q4 2025.
  • 1,404 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.