J. Safra Asset Management’s WEC Energy WEC Stock Holding History

J. Safra Asset 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	$5.25K	Hold	45	–	–	﹤0.01%	496
2026 Q1	$5.21K	Hold	45	–	–	﹤0.01%	462
2025 Q4	$4.75K	Hold	45	–	–	﹤0.01%	435
2025 Q3	$5.16K	Buy	+45	New	+$4.88K	﹤0.01%	302
2023 Q1	–	Sell	-143	Closed	-$13K	–	133
2022 Q4	$13K	Buy	+143	New	+$13.2K	﹤0.01%	49

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 $3.38T AUM 44.17% 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

J. Safra Asset Management's WEC Position: Q2 2026 in Review

J. Safra Asset Management held its WEC Energy (WEC) position steady in Q2 2026 at 45 shares worth $5.25K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

J. Safra Asset Management first reported a position in WEC in Q4 2022 and has held it in 5 quarters since. The position peaked at $13K in Q4 2022. 1,412 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

J. Safra Asset Management held 45 shares of WEC Energy worth $5.25K as of Q2 2026.
J. Safra Asset Management left its WEC Energy share count unchanged in Q2 2026.
WEC Energy made up ﹤0.01% of J. Safra Asset Management's portfolio in Q2 2026, its #496 holding.
J. Safra Asset Management first reported a position in WEC Energy in Q4 2022 and has held it in 5 quarters since.
J. Safra Asset Management's WEC Energy position peaked at $13K in Q4 2022.
1,412 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.