Gateway Wealth Partners’s WEC Energy WEC Stock Holding History

Gateway Wealth Partners’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	$466K	Sell	3,993 -3,418	-46%	-$390K	0.03%	484
2026 Q1	$858K	Buy	7,411 +4,411	+147%	+$496K	0.03%	410
2025 Q4	$316K	Buy	3,000 +407	+16%	+$45.1K	0.04%	356
2025 Q3	$297K	Buy	2,593 +74	+3%	+$8.02K	0.04%	325
2025 Q2	$262K	Buy	2,519 +197	+8%	+$21K	0.05%	301
2025 Q1	$253K	Buy	2,322 +24	+1%	+$2.45K	0.06%	270
2024 Q4	$216K	Buy	2,298 +1	+0%	+$97	0.06%	275
2024 Q3	$221K	Buy	+2,297	New	+$204K	0.06%	259
2023 Q3	–	Sell	-2,481	Closed	-$219K	–	272
2023 Q2	$219K	Buy	2,481 +102	+4%	+$9.42K	0.04%	223
2023 Q1	$225K	Buy	2,379 +1	+0%	+$93	0.03%	200
2022 Q4	$223K	Buy	+2,378	New	+$220K	0.04%	179

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

Gateway Wealth Partners's WEC Position: Q2 2026 in Review

Gateway Wealth Partners reduced its WEC Energy (WEC) stake by 46% in Q2 2026, selling an estimated $390K and leaving 3,993 shares worth $466K. The position accounts for 0.03% of the portfolio, ranked #484.

Gateway Wealth Partners first reported a position in WEC in Q4 2022 and has held it in 11 quarters since. The position peaked at $858K in Q1 2026. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Gateway Wealth Partners held 3,993 shares of WEC Energy worth $466K as of Q2 2026.
Gateway Wealth Partners sold 3,418 WEC Energy shares in Q2 2026, an estimated $390K.
WEC Energy made up 0.03% of Gateway Wealth Partners's portfolio in Q2 2026, its #484 holding.
Gateway Wealth Partners first reported a position in WEC Energy in Q4 2022 and has held it in 11 quarters since.
Gateway Wealth Partners's WEC Energy position peaked at $858K in Q1 2026.
1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.