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Focus Financial Network’s WEC Energy WEC Stock Holding History

Focus Financial Network’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 		$734K Buy
6,287
+253
+4% +$28.9K 0.02% 403
2026
Q1 		$699K Buy
6,034
+69
+1% +$7.75K 0.03% 389
2025
Q4 		$629K Buy
5,965
+51
+0.9% +$5.65K 0.02% 408
2025
Q3 		$678K Sell
5,914
-13
-0.2% -$1.41K 0.02% 387
2025
Q2 		$618K Buy
5,927
+677
+13% +$72K 0.02% 385
2025
Q1 		$572K Sell
5,250
-70
-1% -$7.15K 0.02% 391
2024
Q4 		$500K Buy
5,320
+1,274
+31% +$124K 0.02% 416
2024
Q3 		$389K Buy
4,046
+50
+1% +$4.43K 0.02% 473
2024
Q2 		$329K Sell
3,996
-473
-11% -$38.4K 0.01% 504
2024
Q1 		$359K Sell
4,469
-273
-6% -$22K 0.02% 452
2023
Q4 		$399K Buy
4,742
+826
+21% +$68K 0.02% 502
2023
Q3 		$315K Sell
3,916
-301
-7% -$26.2K 0.02% 454
2023
Q2 		$372K Buy
4,217
+205
+5% +$18.9K 0.02% 421
2023
Q1 		$380K Buy
4,012
+36
+0.9% +$3.33K 0.02% 400
2022
Q4 		$373K Buy
3,976
+10
+0.3% +$924 0.03% 329
2022
Q3 		$355K Buy
3,966
+360
+10% +$36.8K 0.03% 340
2022
Q2 		$363K Buy
3,606
+722
+25% +$73.2K 0.03% 347
2022
Q1 		$288K Buy
+2,884
New +$272K 0.02% 411
2021
Q1 		– Sell
-2,537
Closed -$234K – 555
2020
Q4 		$234K Sell
2,537
-23
-0.9% -$2.24K 0.02% 396
2020
Q3 		$248K Sell
2,560
-13
-0.5% -$1.21K 0.02% 378
2020
Q2 		$226K Sell
2,573
-107
-4% -$9.65K 0.03% 356
2020
Q1 		$236K Sell
2,680
-140
-5% -$13.5K 0.03% 311
2019
Q4 		$260K Sell
2,820
-1,048
-27% -$95.5K 0.03% 342
2019
Q3 		$368K Buy
3,868
+2
+0.1% +$180 0.05% 261
2019
Q2 		$322K Buy
3,866
+756
+24% +$60.6K 0.05% 271
2019
Q1 		$246K Buy
+3,110
New +$231K 0.04% 315

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

Focus Financial Network's WEC Position: Q2 2026 in Review

Focus Financial Network increased its WEC Energy (WEC) stake by 4.2% in Q2 2026, buying an estimated $28.9K and bringing the position to 6,287 shares worth $734K. The position accounts for 0.02% of the portfolio, ranked #403.

Focus Financial Network first reported a position in WEC in Q1 2019 and has held it in 26 quarters since. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Focus Financial Network held 6,287 shares of WEC Energy worth $734K as of Q2 2026.
  • Focus Financial Network bought 253 WEC Energy shares in Q2 2026, an estimated $28.9K.
  • WEC Energy made up 0.02% of Focus Financial Network's portfolio in Q2 2026, its #403 holding.
  • Focus Financial Network first reported a position in WEC Energy in Q1 2019 and has held it in 26 quarters since.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.