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Inscription Capital’s WEC Energy WEC Stock Holding History

Inscription Capital’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 		$398K Buy
3,411
+1,366
+67% +$156K 0.04% 459
2026
Q1 		$237K Buy
2,045
+9
+0.4% +$1.01K 0.02% 561
2025
Q4 		$215K Buy
2,036
+91
+5% +$10.1K 0.02% 589
2025
Q3 		$223K Buy
+1,945
New +$211K 0.02% 552
2021
Q3 		– Sell
-2,736
Closed -$243K – 401
2021
Q2 		$243K Buy
+2,736
New +$258K 0.03% 286

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

Inscription Capital's WEC Position: Q2 2026 in Review

Inscription Capital increased its WEC Energy (WEC) stake by 67% in Q2 2026, buying an estimated $156K and bringing the position to 3,411 shares worth $398K. The position accounts for 0.04% of the portfolio, ranked #459.

Inscription Capital first reported a position in WEC in Q2 2021 and has held it in 5 quarters since. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Inscription Capital held 3,411 shares of WEC Energy worth $398K as of Q2 2026.
  • Inscription Capital bought 1,366 WEC Energy shares in Q2 2026, an estimated $156K.
  • WEC Energy made up 0.04% of Inscription Capital's portfolio in Q2 2026, its #459 holding.
  • Inscription Capital first reported a position in WEC Energy in Q2 2021 and has held it in 5 quarters since.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Inscription Capital's 13F filing for Q2 2026, filed 13 Aug 2026.