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GeoWealth Management’s WEC Energy WEC Stock Holding History

GeoWealth 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 		$374K Buy
3,200
+52
+2% +$5.93K 0.01% 581
2026
Q1 		$364K Buy
3,148
+51
+2% +$5.73K 0.01% 549
2025
Q4 		$327K Sell
3,097
-350
-10% -$38.8K 0.01% 544
2025
Q3 		$395K Buy
3,447
+2,328
+208% +$252K 0.01% 501
2025
Q2 		$117K Buy
1,119
+185
+20% +$19.7K ﹤0.01% 779
2025
Q1 		$102K Buy
934
+256
+38% +$26.1K ﹤0.01% 784
2024
Q4 		$63.8K Sell
678
-233
-26% -$22.6K ﹤0.01% 1076
2024
Q3 		$87.6K Buy
+911
New +$80.7K ﹤0.01% 919

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

GeoWealth Management's WEC Position: Q2 2026 in Review

GeoWealth Management increased its WEC Energy (WEC) stake by 1.7% in Q2 2026, buying an estimated $5.93K and bringing the position to 3,200 shares worth $374K. The position accounts for 0.01% of the portfolio, ranked #581.

GeoWealth Management first reported a position in WEC in Q3 2024 and has held it in 8 quarters since. The position peaked at $395K in Q3 2025. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • GeoWealth Management held 3,200 shares of WEC Energy worth $374K as of Q2 2026.
  • GeoWealth Management bought 52 WEC Energy shares in Q2 2026, an estimated $5.93K.
  • WEC Energy made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #581 holding.
  • GeoWealth Management first reported a position in WEC Energy in Q3 2024 and has held it in 8 quarters since.
  • GeoWealth Management's WEC Energy position peaked at $395K in Q3 2025.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.