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Integrated Wealth Concepts’s WEC Energy WEC Stock Holding History

Integrated Wealth Concepts’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 		$2.39M Buy
20,461
+525
+3% +$59.9K 0.01% 867
2026
Q1 		$2.31M Buy
19,936
+17,116
+607% +$1.92M 0.02% 707
2025
Q4 		$297K Sell
2,820
-18,453
-87% -$2.04M ﹤0.01% 1328
2025
Q3 		$2.44M Buy
21,273
+608
+3% +$65.9K 0.02% 597
2025
Q2 		$2.15M Buy
20,665
+5,021
+32% +$534K 0.02% 594
2025
Q1 		$1.7M Sell
15,644
-1,381
-8% -$141K 0.02% 619
2024
Q4 		$1.6M Buy
17,025
+1,155
+7% +$112K 0.02% 637
2024
Q3 		$1.53M Buy
15,870
+3,942
+33% +$349K 0.02% 632
2024
Q2 		$936K Buy
11,928
+83
+0.7% +$6.74K 0.01% 790
2024
Q1 		$973K Buy
11,845
+896
+8% +$72.1K 0.01% 763
2023
Q4 		$922K Sell
10,949
-335
-3% -$27.6K 0.02% 754
2023
Q3 		$909K Sell
11,284
-158
-1% -$13.7K 0.02% 734
2023
Q2 		$1.01M Buy
11,442
+697
+6% +$64.4K 0.02% 681
2023
Q1 		$1.02M Buy
10,745
+2,234
+26% +$207K 0.02% 607
2022
Q4 		$798K Buy
8,511
+5,244
+161% +$485K 0.02% 522
2022
Q3 		$292K Buy
3,267
+86
+3% +$8.79K 0.01% 744
2022
Q2 		$320K Buy
3,181
+163
+5% +$16.5K 0.01% 744
2022
Q1 		$301K Buy
3,018
+15
+0.5% +$1.42K 0.01% 738
2021
Q4 		$292K Buy
3,003
+136
+5% +$12.4K 0.01% 786
2021
Q3 		$253K Buy
+2,867
New +$269K 0.01% 805

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

Integrated Wealth Concepts's WEC Position: Q2 2026 in Review

Integrated Wealth Concepts increased its WEC Energy (WEC) stake by 2.6% in Q2 2026, buying an estimated $59.9K and bringing the position to 20,461 shares worth $2.39M. The position accounts for 0.01% of the portfolio, ranked #867.

Integrated Wealth Concepts first reported a position in WEC in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.44M in Q3 2025. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Integrated Wealth Concepts held 20,461 shares of WEC Energy worth $2.39M as of Q2 2026.
  • Integrated Wealth Concepts bought 525 WEC Energy shares in Q2 2026, an estimated $59.9K.
  • WEC Energy made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #867 holding.
  • Integrated Wealth Concepts first reported a position in WEC Energy in Q3 2021 and has held it in 20 quarters since.
  • Integrated Wealth Concepts's WEC Energy position peaked at $2.44M in Q3 2025.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.