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Evolution Wealth Management’s WEC Energy WEC Stock Holding History

Evolution Wealth Management’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 		$3.62K Buy
31
+12
+63% +$1.37K ﹤0.01% 758
2026
Q1 		$2.2K Hold
19
– – ﹤0.01% 730
2025
Q4 		$2K Hold
19
– – ﹤0.01% 639
2025
Q3 		$2.18K Sell
19
-75
-80% -$8.13K ﹤0.01% 504
2025
Q2 		$9.8K Buy
+94
New +$10K 0.01% 365

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

Evolution Wealth Management's WEC Position: Q2 2026 in Review

Evolution Wealth Management increased its WEC Energy (WEC) stake by 63% in Q2 2026, buying an estimated $1.37K and bringing the position to 31 shares worth $3.62K. The position accounts for ﹤0.01% of the portfolio, ranked #758.

Evolution Wealth Management first reported a position in WEC in Q2 2025 and has held it in 5 quarters since. The position peaked at $9.8K in Q2 2025. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Evolution Wealth Management held 31 shares of WEC Energy worth $3.62K as of Q2 2026.
  • Evolution Wealth Management bought 12 WEC Energy shares in Q2 2026, an estimated $1.37K.
  • WEC Energy made up ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #758 holding.
  • Evolution Wealth Management first reported a position in WEC Energy in Q2 2025 and has held it in 5 quarters since.
  • Evolution Wealth Management's WEC Energy position peaked at $9.8K in Q2 2025.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.