FWL Investment Management’s WEC Energy WEC Stock Holding History

FWL Investment 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	$584K	Hold	5,000	–	–	0.11%	80
2026 Q1	$579K	Buy	+5,000	New	+$562K	0.13%	75

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

FWL Investment Management's WEC Position: Q2 2026 in Review

FWL Investment Management held its WEC Energy (WEC) position steady in Q2 2026 at 5,000 shares worth $584K. The position accounts for 0.11% of the portfolio, ranked #80.

FWL Investment Management first reported a position in WEC in Q1 2026 and has held it in 2 quarters since. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

FWL Investment Management held 5,000 shares of WEC Energy worth $584K as of Q2 2026.
FWL Investment Management left its WEC Energy share count unchanged in Q2 2026.
WEC Energy made up 0.11% of FWL Investment Management's portfolio in Q2 2026, its #80 holding.
FWL Investment Management first reported a position in WEC Energy in Q1 2026 and has held it in 2 quarters since.
1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.