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Imprint Wealth’s WEC Energy WEC Stock Holding History

Imprint Wealth’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 		$1.52K Hold
13
– – 0.01% 237
2026
Q1 		$1.5K Sell
13
-11
-46% -$1.24K 0.01% 246
2025
Q4 		$2.53K Sell
24
-20
-45% -$2.21K 0.01% 247
2025
Q3 		$5.04K Buy
+44
New +$4.77K 0.02% 244

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

Imprint Wealth's WEC Position: Q2 2026 in Review

Imprint Wealth held its WEC Energy (WEC) position steady in Q2 2026 at 13 shares worth $1.52K. The position accounts for 0.01% of the portfolio, ranked #237.

Imprint Wealth first reported a position in WEC in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.04K in Q3 2025. 1,410 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Imprint Wealth held 13 shares of WEC Energy worth $1.52K as of Q2 2026.
  • Imprint Wealth left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up 0.01% of Imprint Wealth's portfolio in Q2 2026, its #237 holding.
  • Imprint Wealth first reported a position in WEC Energy in Q3 2025 and has held it in 4 quarters since.
  • Imprint Wealth's WEC Energy position peaked at $5.04K in Q3 2025.
  • 1,410 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Imprint Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.