Integris Wealth Management’s WEC Energy WEC Stock Holding History

Integris 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	$308K	Buy	2,638 +161	+6%	+$18.4K	0.06%	98
2026 Q1	$287K	Hold	2,477	–	–	0.07%	90
2025 Q4	$261K	Hold	2,477	–	–	0.06%	101
2025 Q3	$284K	Hold	2,477	–	–	0.07%	94
2025 Q2	$258K	Hold	2,477	–	–	0.07%	95
2025 Q1	$270K	Hold	2,477	–	–	0.08%	84
2024 Q4	$233K	Hold	2,477	–	–	0.07%	96
2024 Q3	$238K	Buy	+2,477	New	+$220K	0.07%	96
2024 Q2	–	Sell	-2,477	Closed	-$203K	–	97
2024 Q1	$203K	Hold	2,477	–	–	0.06%	95
2023 Q4	$208K	Buy	+2,477	New	+$204K	0.06%	91
2023 Q3	–	Sell	-2,477	Closed	-$219K	–	87
2023 Q2	$219K	Hold	2,477	–	–	0.08%	78
2023 Q1	$235K	Hold	2,477	–	–	0.09%	77
2022 Q4	$232K	Buy	+2,477	New	+$229K	0.09%	72

Other funds holding WEC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Integris Wealth Management's WEC Position: Q2 2026 in Review

Integris Wealth Management increased its WEC Energy (WEC) stake by 6.5% in Q2 2026, buying an estimated $18.4K and bringing the position to 2,638 shares worth $308K. The position accounts for 0.06% of the portfolio, ranked #98.

Integris Wealth Management first reported a position in WEC in Q4 2022 and has held it in 13 quarters since. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Integris Wealth Management held 2,638 shares of WEC Energy worth $308K as of Q2 2026.
Integris Wealth Management bought 161 WEC Energy shares in Q2 2026, an estimated $18.4K.
WEC Energy made up 0.06% of Integris Wealth Management's portfolio in Q2 2026, its #98 holding.
Integris Wealth Management first reported a position in WEC Energy in Q4 2022 and has held it in 13 quarters since.
1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

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