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Independent Financial Group’s WEC Energy WEC Stock Holding History

Independent Financial Group’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 		$294K Sell
2,519
-548
-18% -$62.5K 0.01% 1259
2026
Q1 		$355K Buy
3,067
+76
+3% +$8.54K 0.01% 1083
2025
Q4 		$315K Sell
2,991
-387
-11% -$42.8K 0.01% 1126
2025
Q3 		$387K Buy
3,378
+171
+5% +$18.5K 0.01% 965
2025
Q2 		$334K Sell
3,207
-520
-14% -$55.3K 0.01% 975
2025
Q1 		$406K Buy
+3,727
New +$381K 0.01% 794
2024
Q4 		– Sell
-10,320
Closed -$993K – 1247
2024
Q3 		$993K Sell
10,320
-331
-3% -$29.3K 0.04% 447
2024
Q2 		$836K Buy
10,651
+1,108
+12% +$90K 0.03% 451
2024
Q1 		$784K Sell
9,543
-1,517
-14% -$122K 0.04% 447
2023
Q4 		$931K Sell
11,060
-72
-0.6% -$5.93K 0.05% 380
2023
Q3 		$897K Sell
11,132
-247
-2% -$21.5K 0.06% 341
2023
Q2 		$1M Sell
11,379
-2,297
-17% -$212K 0.07% 310
2023
Q1 		$1.3M Buy
13,676
+11,072
+425% +$1.03M 0.1% 225
2022
Q4 		$244K Buy
+2,604
New +$241K 0.02% 641
2022
Q1 		– Sell
-4,652
Closed -$452K – 864
2021
Q4 		$452K Hold
4,652
– – 0.04% 446
2021
Q3 		$410K Hold
4,652
– – 0.04% 420
2021
Q2 		$414K Buy
4,652
+797
+21% +$75.1K 0.04% 428
2021
Q1 		$361K Buy
3,855
+1,538
+66% +$134K 0.05% 415
2020
Q4 		$213K Buy
+2,317
New +$225K 0.03% 508

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

Independent Financial Group's WEC Position: Q2 2026 in Review

Independent Financial Group reduced its WEC Energy (WEC) stake by 18% in Q2 2026, selling an estimated $62.5K and leaving 2,519 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #1259.

Independent Financial Group first reported a position in WEC in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.3M in Q1 2023. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Independent Financial Group held 2,519 shares of WEC Energy worth $294K as of Q2 2026.
  • Independent Financial Group sold 548 WEC Energy shares in Q2 2026, an estimated $62.5K.
  • WEC Energy made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1259 holding.
  • Independent Financial Group first reported a position in WEC Energy in Q4 2020 and has held it in 19 quarters since.
  • Independent Financial Group's WEC Energy position peaked at $1.3M in Q1 2023.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.