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IAG Wealth Partners’s WEC Energy WEC Stock Holding History

IAG Wealth 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 		$1.48M Sell
12,638
-553
-4% -$63.1K 0.15% 69
2026
Q1 		$1.53M Buy
13,191
+3,044
+30% +$342K 0.17% 63
2025
Q4 		$1.07M Sell
10,147
-533
-5% -$59K 0.12% 70
2025
Q3 		$1.22M Buy
10,680
+4,606
+76% +$499K 0.15% 66
2025
Q2 		$633K Buy
6,074
+2
+0% +$213 0.08% 77
2025
Q1 		$662K Buy
6,072
+179
+3% +$18.3K 0.1% 69
2024
Q4 		$554K Buy
5,893
+1,004
+21% +$97.3K 0.1% 66
2024
Q3 		$470K Buy
4,889
+182
+4% +$16.1K 0.09% 70
2024
Q2 		$369K Sell
4,707
-2,442
-34% -$198K 0.07% 74
2024
Q1 		$587K Buy
7,149
+3,207
+81% +$258K 0.13% 57
2023
Q4 		$332K Sell
3,942
-632
-14% -$52K 0.08% 67
2023
Q3 		$368K Buy
4,574
+776
+20% +$67.4K 0.1% 58
2023
Q2 		$335K Buy
3,798
+278
+8% +$25.7K 0.09% 65
2023
Q1 		$334K Sell
3,520
-86
-2% -$7.96K 0.09% 57
2022
Q4 		$338K Buy
3,606
+1,574
+77% +$145K 0.1% 56
2022
Q3 		$182K Hold
2,032
– – 0.06% 62
2022
Q2 		$205K Sell
2,032
-1
-0% -$101 0.07% 65
2022
Q1 		$203K Sell
2,033
-113
-5% -$10.7K 0.06% 65
2021
Q4 		$208K Buy
2,146
+223
+12% +$20.4K 0.07% 60
2021
Q3 		$170K Sell
1,923
-55
-3% -$5.16K 0.06% 57
2021
Q2 		$176K Hold
1,978
– – 0.06% 52
2021
Q1 		$186K Sell
1,978
-90
-4% -$7.85K 0.07% 53
2020
Q4 		$191K Hold
2,068
– – 0.08% 55
2020
Q3 		$201K Buy
2,068
+249
+14% +$23.2K 0.09% 52
2020
Q2 		$160K Hold
1,819
– – 0.08% 55
2020
Q1 		$161K Hold
1,819
– – 0.11% 51
2019
Q4 		$168K Buy
+1,819
New +$166K 0.11% 48

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

IAG Wealth Partners's WEC Position: Q2 2026 in Review

IAG Wealth Partners reduced its WEC Energy (WEC) stake by 4.2% in Q2 2026, selling an estimated $63.1K and leaving 12,638 shares worth $1.48M. The position accounts for 0.15% of the portfolio, ranked #69.

IAG Wealth Partners first reported a position in WEC in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.53M in Q1 2026. 1,410 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • IAG Wealth Partners held 12,638 shares of WEC Energy worth $1.48M as of Q2 2026.
  • IAG Wealth Partners sold 553 WEC Energy shares in Q2 2026, an estimated $63.1K.
  • WEC Energy made up 0.15% of IAG Wealth Partners's portfolio in Q2 2026, its #69 holding.
  • IAG Wealth Partners first reported a position in WEC Energy in Q4 2019 and has held it in 27 quarters since.
  • IAG Wealth Partners's WEC Energy position peaked at $1.53M in Q1 2026.
  • 1,410 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.