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Financial Consulate’s WEC Energy WEC Stock Holding History

Financial Consulate’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 		$78.1K Sell
669
-39
-6% -$4.45K 0.01% 276
2026
Q1 		$81.9K Buy
708
+64
+10% +$7.19K 0.01% 244
2025
Q4 		$67.9K Buy
644
+32
+5% +$3.54K 0.01% 282
2025
Q3 		$70.1K Buy
+612
New +$66.3K 0.01% 277

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

Financial Consulate's WEC Position: Q2 2026 in Review

Financial Consulate reduced its WEC Energy (WEC) stake by 5.5% in Q2 2026, selling an estimated $4.45K and leaving 669 shares worth $78.1K. The position accounts for 0.01% of the portfolio, ranked #276.

Financial Consulate first reported a position in WEC in Q3 2025 and has held it in 4 quarters since. The position peaked at $81.9K in Q1 2026. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Financial Consulate held 669 shares of WEC Energy worth $78.1K as of Q2 2026.
  • Financial Consulate sold 39 WEC Energy shares in Q2 2026, an estimated $4.45K.
  • WEC Energy made up 0.01% of Financial Consulate's portfolio in Q2 2026, its #276 holding.
  • Financial Consulate first reported a position in WEC Energy in Q3 2025 and has held it in 4 quarters since.
  • Financial Consulate's WEC Energy position peaked at $81.9K in Q1 2026.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.