INVST’s WEC Energy WEC Stock Holding History

INVST’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	$700K	Sell	5,995 -87	-1%	-$9.93K	0.07%	222
2026 Q1	$704K	Buy	+6,082	New	+$683K	0.08%	212

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

INVST's WEC Position: Q2 2026 in Review

INVST reduced its WEC Energy (WEC) stake by 1.4% in Q2 2026, selling an estimated $9.93K and leaving 5,995 shares worth $700K. The position accounts for 0.07% of the portfolio, ranked #222.

INVST first reported a position in WEC in Q1 2026 and has held it in 2 quarters since. The position peaked at $704K in Q1 2026. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

INVST held 5,995 shares of WEC Energy worth $700K as of Q2 2026.
INVST sold 87 WEC Energy shares in Q2 2026, an estimated $9.93K.
WEC Energy made up 0.07% of INVST's portfolio in Q2 2026, its #222 holding.
INVST first reported a position in WEC Energy in Q1 2026 and has held it in 2 quarters since.
INVST's WEC Energy position peaked at $704K in Q1 2026.
1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.