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Harel Insurance Investments & Financial Services’s WEC Energy WEC Stock Holding History

Harel Insurance Investments & Financial Services’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 		$51K Buy
438
+41
+10% +$4.68K ﹤0.01% 457
2026
Q1 		$46K Buy
397
+42
+12% +$4.72K ﹤0.01% 434
2025
Q4 		$37K Buy
355
+20
+6% +$2.21K ﹤0.01% 361
2025
Q3 		$38K Buy
+335
New +$36.3K ﹤0.01% 394

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Harel Insurance Investments & Financial Services's WEC Position: Q2 2026 in Review

Harel Insurance Investments & Financial Services increased its WEC Energy (WEC) stake by 10% in Q2 2026, buying an estimated $4.68K and bringing the position to 438 shares worth $51K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

Harel Insurance Investments & Financial Services first reported a position in WEC in Q3 2025 and has held it in 4 quarters since. 1,098 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Harel Insurance Investments & Financial Services held 438 shares of WEC Energy worth $51K as of Q2 2026.
  • Harel Insurance Investments & Financial Services bought 41 WEC Energy shares in Q2 2026, an estimated $4.68K.
  • WEC Energy made up ﹤0.01% of Harel Insurance Investments & Financial Services's portfolio in Q2 2026, its #457 holding.
  • Harel Insurance Investments & Financial Services first reported a position in WEC Energy in Q3 2025 and has held it in 4 quarters since.
  • 1,098 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.