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Kestra Private Wealth Services’s WEC Energy WEC Stock Holding History

Kestra Private Wealth Services’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 		$4.28M Buy
36,622
+426
+1% +$48.6K 0.05% 382
2026
Q1 		$4.19M Buy
36,196
+112
+0.3% +$12.6K 0.05% 365
2025
Q4 		$3.81M Buy
36,084
+717
+2% +$79.4K 0.05% 368
2025
Q3 		$4.05M Buy
35,367
+430
+1% +$46.6K 0.05% 341
2025
Q2 		$3.64M Buy
34,937
+479
+1% +$51K 0.05% 349
2025
Q1 		$3.76M Buy
34,458
+737
+2% +$75.3K 0.06% 304
2024
Q4 		$3.17M Buy
33,721
+475
+1% +$46.1K 0.05% 323
2024
Q3 		$3.2M Buy
33,246
+7,567
+29% +$671K 0.06% 314
2024
Q2 		$2.01M Sell
25,679
-130
-0.5% -$10.6K 0.04% 395
2024
Q1 		$2.12M Sell
25,809
-858
-3% -$69K 0.05% 359
2023
Q4 		$2.24M Sell
26,667
-574
-2% -$47.3K 0.06% 325
2023
Q3 		$2.19M Buy
27,241
+1,120
+4% +$97.3K 0.07% 288
2023
Q2 		$2.3M Buy
26,121
+2,048
+9% +$189K 0.08% 271
2023
Q1 		$2.28M Buy
24,073
+683
+3% +$63.2K 0.09% 239
2022
Q4 		$2.19M Buy
23,390
+1,640
+8% +$152K 0.11% 213
2022
Q3 		$1.95M Buy
21,750
+1,788
+9% +$183K 0.11% 209
2022
Q2 		$2.01M Sell
19,962
-3,546
-15% -$360K 0.11% 215
2022
Q1 		$2.35M Buy
23,508
+1,000
+4% +$94.4K 0.12% 193
2021
Q4 		$2.19M Buy
22,508
+1,099
+5% +$100K 0.1% 208
2021
Q3 		$1.89M Buy
21,409
+974
+5% +$91.3K 0.11% 210
2021
Q2 		$1.82M Buy
20,435
+2,099
+11% +$198K 0.11% 210
2021
Q1 		$1.72M Buy
18,336
+2,443
+15% +$213K 0.12% 193
2020
Q4 		$1.44M Buy
15,893
+111
+0.7% +$10.8K 0.11% 206
2020
Q3 		$1.53M Buy
+15,782
New +$1.47M 0.13% 168

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

Kestra Private Wealth Services's WEC Position: Q2 2026 in Review

Kestra Private Wealth Services increased its WEC Energy (WEC) stake by 1.2% in Q2 2026, buying an estimated $48.6K and bringing the position to 36,622 shares worth $4.28M. The position accounts for 0.05% of the portfolio, ranked #382.

Kestra Private Wealth Services first reported a position in WEC in Q3 2020 and has held it in 24 quarters since. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Kestra Private Wealth Services held 36,622 shares of WEC Energy worth $4.28M as of Q2 2026.
  • Kestra Private Wealth Services bought 426 WEC Energy shares in Q2 2026, an estimated $48.6K.
  • WEC Energy made up 0.05% of Kestra Private Wealth Services's portfolio in Q2 2026, its #382 holding.
  • Kestra Private Wealth Services first reported a position in WEC Energy in Q3 2020 and has held it in 24 quarters since.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.