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Heritage Family Offices’s WEC Energy WEC Stock Holding History

Heritage Family Offices’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 		$800K Sell
6,852
-6,301
-48% -$719K 0.31% 71
2026
Q1 		$1.52M Sell
13,153
-6,666
-34% -$749K 0.68% 33
2025
Q4 		$2.09M Sell
19,819
-2,048
-9% -$227K 0.95% 21
2025
Q3 		$2.51M Buy
21,867
+8,906
+69% +$965K 1.17% 16
2025
Q2 		$1.39M Buy
12,961
+4
+0% +$426 0.7% 32
2025
Q1 		$1.41M Buy
+12,957
New +$1.32M 0.72% 31

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 $3.38T AUM 44.17% 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

Heritage Family Offices's WEC Position: Q2 2026 in Review

Heritage Family Offices reduced its WEC Energy (WEC) stake by 48% in Q2 2026, selling an estimated $719K and leaving 6,852 shares worth $800K. The position accounts for 0.31% of the portfolio, ranked #71.

Heritage Family Offices first reported a position in WEC in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.51M in Q3 2025. 1,412 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Heritage Family Offices held 6,852 shares of WEC Energy worth $800K as of Q2 2026.
  • Heritage Family Offices sold 6,301 WEC Energy shares in Q2 2026, an estimated $719K.
  • WEC Energy made up 0.31% of Heritage Family Offices's portfolio in Q2 2026, its #71 holding.
  • Heritage Family Offices first reported a position in WEC Energy in Q1 2025 and has held it in 6 quarters since.
  • Heritage Family Offices's WEC Energy position peaked at $2.51M in Q3 2025.
  • 1,412 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.