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Institute for Wealth Management’s WEC Energy WEC Stock Holding History

Institute for Wealth Management’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 		$52.5K Buy
+450
New +$51.3K ﹤0.01% 859

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

Institute for Wealth Management's WEC Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in WEC Energy (WEC) in Q2 2026: 450 shares worth $52.5K. The stake represents ﹤0.01% of the portfolio and ranks #859 among its holdings.

872 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Institute for Wealth Management held 450 shares of WEC Energy worth $52.5K as of Q2 2026.
  • WEC Energy was a new Institute for Wealth Management position in Q2 2026.
  • WEC Energy made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #859 holding.
  • 872 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.