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InceptionR’s WEC Energy WEC Stock Holding History

InceptionR’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 		– Sell
-19,331
Closed -$2.24M – 939
2026
Q1 		$2.24M Buy
+19,331
New +$2.17M 0.54% 1
2024
Q4 		– Sell
-8,247
Closed -$793K – 892
2024
Q3 		$793K Sell
8,247
-1,807
-18% -$160K 0.19% 199
2024
Q2 		$789K Buy
10,054
+7,321
+268% +$595K 0.22% 164
2024
Q1 		$224K Buy
+2,733
New +$220K 0.06% 495
2023
Q2 		– Sell
-12,049
Closed -$1.14M – 625
2023
Q1 		$1.14M Buy
+12,049
New +$1.12M 0.37% 71

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

InceptionR's WEC Position: Q2 2026 in Review

InceptionR sold out of WEC Energy (WEC) in Q2 2026, closing a stake of 19,331 shares — an estimated $2.24M sold.

InceptionR first reported a position in WEC in Q1 2023 and held it in 5 quarters. The position peaked at $2.24M in Q1 2026. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • InceptionR reported no remaining WEC Energy position as of Q2 2026 after selling out during the quarter.
  • InceptionR sold 19,331 WEC Energy shares in Q2 2026, an estimated $2.24M.
  • InceptionR first reported a position in WEC Energy in Q1 2023 and held it in 5 quarters.
  • InceptionR's WEC Energy position peaked at $2.24M in Q1 2026.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.