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Greenwich Wealth Management’s WEC Energy WEC Stock Holding History

Greenwich 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 		– Sell
-2,090
Closed -$242K – 326
2026
Q1 		$242K Hold
2,090
– – 0.01% 266
2025
Q4 		$220K Buy
+2,090
New +$231K 0.01% 264

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

Greenwich Wealth Management's WEC Position: Q2 2026 in Review

Greenwich Wealth Management sold out of WEC Energy (WEC) in Q2 2026, closing a stake of 2,090 shares — an estimated $242K sold.

Greenwich Wealth Management first reported a position in WEC in Q4 2025 and held it in 2 quarters. The position peaked at $242K in Q1 2026. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Greenwich Wealth Management reported no remaining WEC Energy position as of Q2 2026 after selling out during the quarter.
  • Greenwich Wealth Management sold 2,090 WEC Energy shares in Q2 2026, an estimated $242K.
  • Greenwich Wealth Management first reported a position in WEC Energy in Q4 2025 and held it in 2 quarters.
  • Greenwich Wealth Management's WEC Energy position peaked at $242K in Q1 2026.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Greenwich Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.