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Joseph Group Capital Management’s WEC Energy WEC Stock Holding History

Joseph Group Capital 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 		$24.9K Sell
213
-651
-75% -$74.3K 0.01% 205
2026
Q1 		$100K Buy
864
+64
+8% +$7.19K 0.03% 82
2025
Q4 		$84.4K Buy
800
+124
+18% +$13.7K 0.02% 79
2025
Q3 		$77.5K Buy
+676
New +$73.3K 0.02% 72

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

Joseph Group Capital Management's WEC Position: Q2 2026 in Review

Joseph Group Capital Management reduced its WEC Energy (WEC) stake by 75% in Q2 2026, selling an estimated $74.3K and leaving 213 shares worth $24.9K. The position accounts for 0.01% of the portfolio, ranked #205.

Joseph Group Capital Management first reported a position in WEC in Q3 2025 and has held it in 4 quarters since. The position peaked at $100K in Q1 2026. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Joseph Group Capital Management held 213 shares of WEC Energy worth $24.9K as of Q2 2026.
  • Joseph Group Capital Management sold 651 WEC Energy shares in Q2 2026, an estimated $74.3K.
  • WEC Energy made up 0.01% of Joseph Group Capital Management's portfolio in Q2 2026, its #205 holding.
  • Joseph Group Capital Management first reported a position in WEC Energy in Q3 2025 and has held it in 4 quarters since.
  • Joseph Group Capital Management's WEC Energy position peaked at $100K in Q1 2026.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.