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Gryphon Financial Partners’s WEC Energy WEC Stock Holding History

Gryphon Financial 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 		$378K Buy
3,237
+181
+6% +$20.7K 0.03% 269
2026
Q1 		$354K Buy
3,056
+118
+4% +$13.3K 0.04% 263
2025
Q4 		$310K Buy
2,938
+375
+15% +$41.5K 0.03% 265
2025
Q3 		$294K Sell
2,563
-617
-19% -$66.9K 0.03% 265
2025
Q2 		$331K Sell
3,180
-10
-0.3% -$1.06K 0.04% 235
2025
Q1 		$348K Buy
3,190
+84
+3% +$8.58K 0.05% 198
2024
Q4 		$292K Buy
3,106
+24
+0.8% +$2.33K 0.04% 212
2024
Q3 		$296K Buy
+3,082
New +$273K 0.04% 232
2019
Q1 		– Sell
-3,584
Closed -$234K – 198
2018
Q4 		$234K Buy
+3,584
New +$252K 0.06% 175
2018
Q3 		– Sell
-91
Closed -$6K – 818
2018
Q2 		$6K Hold
91
– – ﹤0.01% 633
2018
Q1 		$6K Hold
91
– – ﹤0.01% 656
2017
Q4 		$6K Buy
+91
New +$6.11K ﹤0.01% 723

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

Gryphon Financial Partners's WEC Position: Q2 2026 in Review

Gryphon Financial Partners increased its WEC Energy (WEC) stake by 5.9% in Q2 2026, buying an estimated $20.7K and bringing the position to 3,237 shares worth $378K. The position accounts for 0.03% of the portfolio, ranked #269.

Gryphon Financial Partners first reported a position in WEC in Q4 2017 and has held it in 12 quarters since. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Gryphon Financial Partners held 3,237 shares of WEC Energy worth $378K as of Q2 2026.
  • Gryphon Financial Partners bought 181 WEC Energy shares in Q2 2026, an estimated $20.7K.
  • WEC Energy made up 0.03% of Gryphon Financial Partners's portfolio in Q2 2026, its #269 holding.
  • Gryphon Financial Partners first reported a position in WEC Energy in Q4 2017 and has held it in 12 quarters since.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Gryphon Financial Partners's 13F filing for Q2 2026, filed 5 Aug 2026.