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Essex Financial Services’s WEC Energy WEC Stock Holding History

Essex Financial Services’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 		$313K Sell
2,680
-23
-0.9% -$2.62K 0.02% 640
2026
Q1 		$313K Sell
2,703
-33
-1% -$3.71K 0.02% 600
2025
Q4 		$289K Buy
2,736
+739
+37% +$81.8K 0.02% 614
2025
Q3 		$229K Sell
1,997
-366
-15% -$39.7K 0.01% 664
2025
Q2 		$246K Buy
2,363
+296
+14% +$31.5K 0.02% 604
2025
Q1 		$225K Sell
2,067
-78
-4% -$7.97K 0.02% 572
2024
Q4 		$202K Buy
+2,145
New +$208K 0.01% 608
2017
Q1 		– Sell
-3,578
Closed -$210K – 341
2016
Q4 		$210K Hold
3,578
– – 0.05% 303
2016
Q3 		$214K Hold
3,578
– – 0.05% 281
2016
Q2 		$234K Hold
3,578
– – 0.06% 264
2016
Q1 		$215K Sell
3,578
-169
-5% -$9.46K 0.05% 276
2015
Q4 		$221K Sell
3,747
-558
-13% -$28.5K 0.05% 282
2015
Q3 		$225K Sell
4,305
-282
-6% -$13.7K 0.06% 282
2015
Q2 		$206K Buy
+4,587
New +$220K 0.05% 303

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 $3.38T AUM 44.17% 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

Essex Financial Services's WEC Position: Q2 2026 in Review

Essex Financial Services reduced its WEC Energy (WEC) stake by 0.85% in Q2 2026, selling an estimated $2.62K and leaving 2,680 shares worth $313K. The position accounts for 0.02% of the portfolio, ranked #640.

Essex Financial Services first reported a position in WEC in Q2 2015 and has held it in 14 quarters since. 1,412 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Essex Financial Services held 2,680 shares of WEC Energy worth $313K as of Q2 2026.
  • Essex Financial Services sold 23 WEC Energy shares in Q2 2026, an estimated $2.62K.
  • WEC Energy made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #640 holding.
  • Essex Financial Services first reported a position in WEC Energy in Q2 2015 and has held it in 14 quarters since.
  • 1,412 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.