High Note Wealth’s WEC Energy WEC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.62K Sell
31
-3
-9% -$342 ﹤0.01% 701
2026
Q1
$3.94K Buy
34
+8
+31% +$899 ﹤0.01% 629
2025
Q4
$2.74K Buy
+26
New +$2.88K ﹤0.01% 684

Other funds holding WEC

High Note Wealth's WEC Position: Q2 2026 in Review

High Note Wealth reduced its WEC Energy (WEC) stake by 8.8% in Q2 2026, selling an estimated $342 and leaving 31 shares worth $3.62K. The position accounts for ﹤0.01% of the portfolio, ranked #701.

High Note Wealth first reported a position in WEC in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.94K in Q1 2026. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • High Note Wealth held 31 shares of WEC Energy worth $3.62K as of Q2 2026.
  • High Note Wealth sold 3 WEC Energy shares in Q2 2026, an estimated $342.
  • WEC Energy made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #701 holding.
  • High Note Wealth first reported a position in WEC Energy in Q4 2025 and has held it in 3 quarters since.
  • High Note Wealth's WEC Energy position peaked at $3.94K in Q1 2026.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.