Financial Perspectives’s WEC Energy WEC Stock Holding History

Financial Perspectives’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	$156K	Hold	1,338	–	–	0.04%	196
2026 Q1	$155K	Hold	1,338	–	–	0.04%	189
2025 Q4	$141K	Hold	1,338	–	–	0.04%	196
2025 Q3	$153K	Hold	1,338	–	–	0.04%	190
2025 Q2	$139K	Hold	1,338	–	–	0.04%	187
2025 Q1	$146K	Hold	1,338	–	–	0.05%	170
2024 Q4	$126K	Hold	1,338	–	–	0.04%	190
2024 Q3	$129K	Hold	1,338	–	–	0.04%	185
2024 Q2	$105K	Hold	1,338	–	–	0.04%	198
2024 Q1	$110K	Hold	1,338	–	–	0.04%	193
2023 Q4	$113K	Hold	1,338	–	–	0.05%	188
2023 Q3	$108K	Hold	1,338	–	–	0.05%	174
2023 Q2	$118K	Hold	1,338	–	–	0.05%	165
2023 Q1	$127K	Hold	1,338	–	–	0.06%	157
2022 Q4	$125K	Hold	1,338	–	–	0.06%	155
2022 Q3	$120K	Hold	1,338	–	–	0.07%	156
2022 Q2	$135K	Hold	1,338	–	–	0.08%	149
2022 Q1	$134K	Hold	1,338	–	–	0.06%	157
2021 Q4	$130K	Hold	1,338	–	–	0.06%	153
2021 Q3	$118K	Hold	1,338	–	–	0.06%	161
2021 Q2	$119K	Sell	1,338 -123,885	-99%	-$11.7M	0.06%	172
2021 Q1	$1.34M	Buy	125,223 +123,885	+9,259%	+$10.8M	0.07%	178
2020 Q4	$123K	Hold	1,338	–	–	0.07%	154
2020 Q3	$130K	Hold	1,338	–	–	0.09%	134
2020 Q2	$117K	Hold	1,338	–	–	0.08%	125
2020 Q1	$118K	Hold	1,338	–	–	0.1%	100
2019 Q4	$123K	Buy	+1,338	New	+$122K	0.08%	110

Other funds holding WEC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Financial Perspectives's WEC Position: Q2 2026 in Review

Financial Perspectives held its WEC Energy (WEC) position steady in Q2 2026 at 1,338 shares worth $156K. The position accounts for 0.04% of the portfolio, ranked #196.

Financial Perspectives first reported a position in WEC in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.34M in Q1 2021. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Financial Perspectives held 1,338 shares of WEC Energy worth $156K as of Q2 2026.
Financial Perspectives left its WEC Energy share count unchanged in Q2 2026.
WEC Energy made up 0.04% of Financial Perspectives's portfolio in Q2 2026, its #196 holding.
Financial Perspectives first reported a position in WEC Energy in Q4 2019 and has held it in 27 quarters since.
Financial Perspectives's WEC Energy position peaked at $1.34M in Q1 2021.
1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.