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Insight Wealth Strategies’s WEC Energy WEC Stock Holding History

Insight Wealth Strategies’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 		$374K Buy
3,218
+19
+0.6% +$2.17K 0.04% 138
2026
Q1 		$370K Sell
3,199
-545
-15% -$61.2K 0.04% 138
2025
Q4 		$395K Buy
3,744
+27
+0.7% +$2.99K 0.05% 131
2025
Q3 		$426K Buy
3,717
+48
+1% +$5.2K 0.05% 130
2025
Q2 		$384K Sell
3,669
-58
-2% -$6.17K 0.05% 129
2025
Q1 		$406K Buy
3,727
+32
+0.9% +$3.27K 0.05% 127
2024
Q4 		$348K Sell
3,695
-610
-14% -$59.1K 0.05% 130
2024
Q3 		$414K Buy
4,305
+38
+0.9% +$3.37K 0.05% 135
2024
Q2 		$335K Buy
4,267
+44
+1% +$3.57K 0.05% 140
2024
Q1 		$347K Buy
4,223
+33
+0.8% +$2.65K 0.05% 142
2023
Q4 		$353K Sell
4,190
-119
-3% -$9.8K 0.06% 139
2023
Q3 		$347K Buy
4,309
+38
+0.9% +$3.3K 0.07% 128
2023
Q2 		$377K Buy
4,271
+205
+5% +$18.9K 0.07% 121
2023
Q1 		$385K Buy
4,066
+35
+0.9% +$3.24K 0.08% 120
2022
Q4 		$378K Buy
+4,031
New +$373K 0.07% 115

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Insight Wealth Strategies's WEC Position: Q2 2026 in Review

Insight Wealth Strategies increased its WEC Energy (WEC) stake by 0.59% in Q2 2026, buying an estimated $2.17K and bringing the position to 3,218 shares worth $374K. The position accounts for 0.04% of the portfolio, ranked #138.

Insight Wealth Strategies first reported a position in WEC in Q4 2022 and has held it in 15 quarters since. The position peaked at $426K in Q3 2025. 848 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Insight Wealth Strategies held 3,218 shares of WEC Energy worth $374K as of Q2 2026.
  • Insight Wealth Strategies bought 19 WEC Energy shares in Q2 2026, an estimated $2.17K.
  • WEC Energy made up 0.04% of Insight Wealth Strategies's portfolio in Q2 2026, its #138 holding.
  • Insight Wealth Strategies first reported a position in WEC Energy in Q4 2022 and has held it in 15 quarters since.
  • Insight Wealth Strategies's WEC Energy position peaked at $426K in Q3 2025.
  • 848 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.