HighMark Wealth Management’s WEC Energy WEC Stock Holding History

HighMark 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	$11.7K	Hold	100	–	–	﹤0.01%	299
2026 Q1	$11.6K	Hold	100	–	–	﹤0.01%	274
2025 Q4	$10.5K	Hold	100	–	–	﹤0.01%	308
2025 Q3	$11.5K	Hold	100	–	–	0.01%	286
2025 Q2	$10.4K	Hold	100	–	–	0.01%	304
2025 Q1	$10.9K	Hold	100	–	–	0.01%	271
2024 Q4	$9.4K	Hold	100	–	–	0.01%	298
2024 Q3	$9.62K	Hold	100	–	–	0.01%	307
2024 Q2	$7.85K	Hold	100	–	–	﹤0.01%	326
2024 Q1	$8.21K	Hold	100	–	–	0.01%	313
2023 Q4	$8.42K	Hold	100	–	–	0.01%	290
2023 Q3	$8.05K	Hold	100	–	–	0.01%	284
2023 Q2	$8.82K	Hold	100	–	–	0.01%	275
2023 Q1	$9.48K	Hold	100	–	–	0.01%	302
2022 Q4	$9.38K	Hold	100	–	–	0.01%	267
2022 Q3	$9K	Hold	100	–	–	0.01%	265
2022 Q2	$10K	Hold	100	–	–	0.01%	253
2022 Q1	$10K	Hold	100	–	–	0.01%	269
2021 Q4	$10K	Hold	100	–	–	0.01%	262
2021 Q3	$9K	Hold	100	–	–	0.01%	273
2021 Q2	$9K	Hold	100	–	–	0.01%	278
2021 Q1	$9K	Hold	100	–	–	0.01%	257
2020 Q4	$9K	Buy	+100	New	+$9.73K	0.01%	258

Other funds holding WEC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

HighMark Wealth Management held its WEC Energy (WEC) position steady in Q2 2026 at 100 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

HighMark Wealth Management first reported a position in WEC in Q4 2020 and has held it in 23 quarters since. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

HighMark Wealth Management held 100 shares of WEC Energy worth $11.7K as of Q2 2026.
HighMark Wealth Management left its WEC Energy share count unchanged in Q2 2026.
WEC Energy made up ﹤0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #299 holding.
HighMark Wealth Management first reported a position in WEC Energy in Q4 2020 and has held it in 23 quarters since.
1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

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