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F/M Investments’s WEC Energy WEC Stock Holding History

F/M Investments’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 		$397K Hold
3,401
– – 0.02% 285
2026
Q1 		$394K Sell
3,401
-60
-2% -$6.74K 0.03% 256
2025
Q4 		$365K Hold
3,461
– – 0.01% 365
2025
Q3 		$397K Hold
3,461
– – 0.02% 349
2025
Q2 		$361K Sell
3,461
-16,329
-83% -$1.74M 0.01% 353
2025
Q1 		$2.16M Buy
19,790
+16,329
+472% +$1.67M 0.09% 220
2024
Q4 		$325K Hold
3,461
– – 0.01% 350
2024
Q3 		$333K Hold
3,461
– – 0.01% 309
2024
Q2 		$272K Buy
+3,461
New +$281K 0.01% 304

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

F/M Investments's WEC Position: Q2 2026 in Review

F/M Investments held its WEC Energy (WEC) position steady in Q2 2026 at 3,401 shares worth $397K. The position accounts for 0.02% of the portfolio, ranked #285.

F/M Investments first reported a position in WEC in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.16M in Q1 2025. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • F/M Investments held 3,401 shares of WEC Energy worth $397K as of Q2 2026.
  • F/M Investments left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up 0.02% of F/M Investments's portfolio in Q2 2026, its #285 holding.
  • F/M Investments first reported a position in WEC Energy in Q2 2024 and has held it in 9 quarters since.
  • F/M Investments's WEC Energy position peaked at $2.16M in Q1 2025.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.