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Fox Hill Wealth Management’s WEC Energy WEC Stock Holding History

Fox Hill Wealth 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 		$2.22M Buy
19,020
+808
+4% +$92.2K 0.89% 40
2026
Q1 		$2.11M Buy
18,212
+190
+1% +$21.3K 1.01% 36
2025
Q4 		$1.9M Buy
18,022
+1,042
+6% +$115K 0.88% 37
2025
Q3 		$1.95M Buy
16,980
+602
+4% +$65.3K 0.91% 35
2025
Q2 		$1.71M Buy
16,378
+450
+3% +$47.9K 0.88% 35
2025
Q1 		$1.74M Sell
15,928
-157
-1% -$16K 1.02% 34
2024
Q4 		$1.51M Buy
16,085
+161
+1% +$15.6K 0.86% 39
2024
Q3 		$1.53M Buy
15,924
+51
+0.3% +$4.52K 0.84% 40
2024
Q2 		$1.25M Buy
15,873
+709
+5% +$57.6K 0.76% 43
2024
Q1 		$1.25M Buy
15,164
+2,393
+19% +$192K 0.84% 36
2023
Q4 		$1.07M Buy
+12,771
New +$1.05M 0.82% 39

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

Fox Hill Wealth Management's WEC Position: Q2 2026 in Review

Fox Hill Wealth Management increased its WEC Energy (WEC) stake by 4.4% in Q2 2026, buying an estimated $92.2K and bringing the position to 19,020 shares worth $2.22M. The position accounts for 0.89% of the portfolio, ranked #40.

Fox Hill Wealth Management first reported a position in WEC in Q4 2023 and has held it in 11 quarters since. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Fox Hill Wealth Management held 19,020 shares of WEC Energy worth $2.22M as of Q2 2026.
  • Fox Hill Wealth Management bought 808 WEC Energy shares in Q2 2026, an estimated $92.2K.
  • WEC Energy made up 0.89% of Fox Hill Wealth Management's portfolio in Q2 2026, its #40 holding.
  • Fox Hill Wealth Management first reported a position in WEC Energy in Q4 2023 and has held it in 11 quarters since.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Fox Hill Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.