Grant Private Wealth Management’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
Other funds holding WEC
Grant Private Wealth Management's WEC Position: Q2 2026 in Review
Grant Private Wealth Management increased its WEC Energy (WEC) stake by 41% in Q2 2026, buying an estimated $125K and bringing the position to 3,741 shares worth $437K. The position accounts for 0.18% of the portfolio, ranked #102.
Grant Private Wealth Management first reported a position in WEC in Q1 2026 and has held it in 2 quarters since. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.
- Grant Private Wealth Management held 3,741 shares of WEC Energy worth $437K as of Q2 2026.
- Grant Private Wealth Management bought 1,097 WEC Energy shares in Q2 2026, an estimated $125K.
- WEC Energy made up 0.18% of Grant Private Wealth Management's portfolio in Q2 2026, its #102 holding.
- Grant Private Wealth Management first reported a position in WEC Energy in Q1 2026 and has held it in 2 quarters since.
- 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.
Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.