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Forum Financial Management’s WEC Energy WEC Stock Holding History

Forum Financial Management’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 		$505K Hold
4,322
– – 0.01% 207
2026
Q1 		$500K Sell
4,322
-73
-2% -$8.2K 0.01% 199
2025
Q4 		$463K Sell
4,395
-1,392
-24% -$154K 0.01% 514
2025
Q3 		$663K Buy
5,787
+1
+0% +$108 0.01% 353
2025
Q2 		$603K Buy
5,786
+4
+0.1% +$426 0.01% 348
2025
Q1 		$630K Sell
5,782
-34
-0.6% -$3.47K 0.01% 293
2024
Q4 		$547K Buy
5,816
+1,206
+26% +$117K 0.01% 346
2024
Q3 		$443K Buy
4,610
+1
+0% +$89 0.01% 372
2024
Q2 		$362K Sell
4,609
-60
-1% -$4.87K 0.01% 412
2024
Q1 		$383K Hold
4,669
– – 0.01% 414
2023
Q4 		$393K Hold
4,669
– – 0.01% 364
2023
Q3 		$376K Hold
4,669
– – 0.01% 354
2023
Q2 		$412K Buy
4,669
+7
+0.2% +$647 0.01% 336
2023
Q1 		$442K Buy
4,662
+1
+0% +$93 0.01% 291
2022
Q4 		$437K Hold
4,661
– – 0.01% 284
2022
Q3 		$417K Hold
4,661
– – 0.02% 263
2022
Q2 		$469K Hold
4,661
– – 0.02% 244
2022
Q1 		$465K Sell
4,661
-360
-7% -$34K 0.02% 255
2021
Q4 		$487K Buy
+5,021
New +$459K 0.03% 257

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

Forum Financial Management's WEC Position: Q2 2026 in Review

Forum Financial Management held its WEC Energy (WEC) position steady in Q2 2026 at 4,322 shares worth $505K. The position accounts for 0.01% of the portfolio, ranked #207.

Forum Financial Management first reported a position in WEC in Q4 2021 and has held it in 19 quarters since. The position peaked at $663K in Q3 2025. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Forum Financial Management held 4,322 shares of WEC Energy worth $505K as of Q2 2026.
  • Forum Financial Management left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #207 holding.
  • Forum Financial Management first reported a position in WEC Energy in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's WEC Energy position peaked at $663K in Q3 2025.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

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