Focus Partners Wealth
WEC icon

Focus Partners Wealth’s WEC Energy WEC Stock Holding History

Focus Partners Wealth’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 		$5.37M Buy
45,972
+4,536
+11% +$518K 0.01% 929
2026
Q1 		$4.8M Sell
41,436
-4,687
-10% -$527K 0.01% 947
2025
Q4 		$4.86M Buy
46,123
+4,715
+11% +$522K 0.01% 955
2025
Q3 		$4.71M Buy
41,408
+10,990
+36% +$1.19M 0.01% 760
2025
Q2 		$3.17M Buy
30,418
+8,490
+39% +$903K 0.01% 794
2025
Q1 		$2.39M Sell
21,928
-10,013
-31% -$1.02M 0.01% 806
2024
Q4 		$3M Buy
31,941
+9,119
+40% +$884K 0.01% 750
2024
Q3 		$2.2M Buy
22,822
+1,251
+6% +$111K 0.01% 751
2024
Q2 		$1.69M Buy
21,571
+5,728
+36% +$465K 0.01% 688
2024
Q1 		$1.3M Buy
15,843
+3,314
+26% +$267K 0.01% 559
2023
Q4 		$1.05M Buy
+12,529
New +$1.03M 0.01% 442

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 Partners Wealth's WEC Position: Q2 2026 in Review

Focus Partners Wealth increased its WEC Energy (WEC) stake by 11% in Q2 2026, buying an estimated $518K and bringing the position to 45,972 shares worth $5.37M. The position accounts for 0.01% of the portfolio, ranked #929.

Focus Partners Wealth first reported a position in WEC in Q4 2023 and has held it in 11 quarters since. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Focus Partners Wealth held 45,972 shares of WEC Energy worth $5.37M as of Q2 2026.
  • Focus Partners Wealth bought 4,536 WEC Energy shares in Q2 2026, an estimated $518K.
  • WEC Energy made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #929 holding.
  • Focus Partners Wealth first reported a position in WEC Energy in Q4 2023 and has held it in 11 quarters since.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.