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Golden State Wealth Management’s WEC Energy WEC Stock Holding History

Golden State 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 		$13.4K Hold
115
– – ﹤0.01% 1045
2026
Q1 		$13.3K Hold
115
– – ﹤0.01% 1019
2025
Q4 		$12.1K Buy
115
+44
+62% +$4.87K ﹤0.01% 1055
2025
Q3 		$8.14K Hold
71
– – ﹤0.01% 1152
2025
Q2 		$7.4K Hold
71
– – ﹤0.01% 1148
2025
Q1 		$7.74K Sell
71
-26
-27% -$2.65K ﹤0.01% 1071
2024
Q4 		$9.12K Buy
+97
New +$9.4K ﹤0.01% 986
2020
Q2 		– Sell
-46
Closed -$4K – 943
2020
Q1 		$4K Buy
+46
New +$4.42K ﹤0.01% 792
2019
Q4 		– Sell
-118
Closed -$11K – 957
2019
Q3 		$11K Buy
118
+40
+51% +$3.6K ﹤0.01% 736
2019
Q2 		$6K Hold
78
– – ﹤0.01% 855
2019
Q1 		$6K Buy
+78
New +$5.79K ﹤0.01% 885

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

Golden State Wealth Management's WEC Position: Q2 2026 in Review

Golden State Wealth Management held its WEC Energy (WEC) position steady in Q2 2026 at 115 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1045.

Golden State Wealth Management first reported a position in WEC in Q1 2019 and has held it in 11 quarters since. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Golden State Wealth Management held 115 shares of WEC Energy worth $13.4K as of Q2 2026.
  • Golden State Wealth Management left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1045 holding.
  • Golden State Wealth Management first reported a position in WEC Energy in Q1 2019 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 Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.