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IMG Wealth Management’s WEC Energy WEC Stock Holding History

IMG 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 		$1.05K Hold
9
– – ﹤0.01% 501
2026
Q1 		$1.04K Sell
9
-27
-75% -$3.03K ﹤0.01% 475
2025
Q4 		$3.8K Sell
36
-10
-22% -$1.11K ﹤0.01% 442
2025
Q3 		$5.27K Buy
46
+10
+28% +$1.08K ﹤0.01% 347
2025
Q2 		$3.75K Buy
+36
New +$3.83K ﹤0.01% 383

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

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

IMG Wealth Management held its WEC Energy (WEC) position steady in Q2 2026 at 9 shares worth $1.05K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

IMG Wealth Management first reported a position in WEC in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.27K in Q3 2025. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • IMG Wealth Management held 9 shares of WEC Energy worth $1.05K as of Q2 2026.
  • IMG Wealth Management left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up ﹤0.01% of IMG Wealth Management's portfolio in Q2 2026, its #501 holding.
  • IMG Wealth Management first reported a position in WEC Energy in Q2 2025 and has held it in 5 quarters since.
  • IMG Wealth Management's WEC Energy position peaked at $5.27K in Q3 2025.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.