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Golden State Equity Partners’s WEC Energy WEC Stock Holding History

Golden State Equity 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 		– Sell
-7,296
Closed -$845K – 1742
2026
Q1 		$845K Buy
7,296
+3,895
+115% +$438K 0.06% 323
2025
Q4 		$359K Sell
3,401
-328
-9% -$36.3K 0.06% 354
2025
Q3 		$427K Buy
3,729
+53
+1% +$5.75K 0.07% 288
2025
Q2 		$383K Buy
3,676
+224
+6% +$23.8K 0.07% 290
2025
Q1 		$376K Sell
3,452
-438
-11% -$44.7K 0.07% 302
2024
Q4 		$366K Sell
3,890
-644
-14% -$62.4K 0.07% 295
2024
Q3 		$436K Sell
4,534
-21
-0.5% -$1.86K 0.07% 273
2024
Q2 		$357K Buy
+4,555
New +$370K 0.07% 285
2023
Q4 		$444K Buy
5,272
+1,181
+29% +$97.3K 0.11% 208
2023
Q3 		$330K Buy
4,091
+281
+7% +$24.4K 0.09% 235
2023
Q2 		$336K Buy
+3,810
New +$352K 0.09% 240

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 $3.38T AUM 44.17% 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

Golden State Equity Partners's WEC Position: Q2 2026 in Review

Golden State Equity Partners sold out of WEC Energy (WEC) in Q2 2026, closing a stake of 7,296 shares — an estimated $845K sold.

Golden State Equity Partners first reported a position in WEC in Q2 2023 and held it in 11 quarters. The position peaked at $845K in Q1 2026. 1,412 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Golden State Equity Partners reported no remaining WEC Energy position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 7,296 WEC Energy shares in Q2 2026, an estimated $845K.
  • Golden State Equity Partners first reported a position in WEC Energy in Q2 2023 and held it in 11 quarters.
  • Golden State Equity Partners's WEC Energy position peaked at $845K in Q1 2026.
  • 1,412 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.