Key Financial Inc’s WEC Energy WEC Stock Holding History

Key Financial Inc’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	$18.2K	Buy	156 +50	+47%	+$5.71K	﹤0.01%	745
2026 Q1	$12.3K	Hold	106	–	–	﹤0.01%	834
2025 Q4	$11.2K	Hold	106	–	–	﹤0.01%	857
2025 Q3	$12K	Hold	106	–	–	﹤0.01%	840
2025 Q2	$11K	Hold	106	–	–	﹤0.01%	827
2025 Q1	$11.6K	Hold	106	–	–	﹤0.01%	786
2024 Q4	$9.97K	Hold	106	–	–	﹤0.01%	810
2024 Q3	$10.2K	Hold	106	–	–	﹤0.01%	793
2024 Q2	$8.32K	Hold	106	–	–	﹤0.01%	829
2024 Q1	$8.71K	Hold	106	–	–	﹤0.01%	796
2023 Q4	$8.92K	Hold	106	–	–	﹤0.01%	771
2023 Q3	$8.54K	Hold	106	–	–	﹤0.01%	758
2023 Q2	$9.35K	Hold	106	–	–	﹤0.01%	747
2023 Q1	$10K	Hold	106	–	–	﹤0.01%	678
2022 Q4	$9.48K	Hold	106	–	–	﹤0.01%	639
2022 Q3	$9K	Buy	106 +45	+74%	+$4.6K	﹤0.01%	665
2022 Q2	$6K	Hold	61	–	–	﹤0.01%	776
2022 Q1	$6K	Hold	61	–	–	﹤0.01%	769
2021 Q4	$6K	Hold	61	–	–	﹤0.01%	698
2021 Q3	$5K	Hold	61	–	–	﹤0.01%	719
2021 Q2	$6K	Hold	61	–	–	﹤0.01%	670
2021 Q1	$6K	Hold	61	–	–	﹤0.01%	581
2020 Q4	$6K	Buy	+61	New	+$5.93K	﹤0.01%	539

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

Key Financial Inc's WEC Position: Q2 2026 in Review

Key Financial Inc increased its WEC Energy (WEC) stake by 47% in Q2 2026, buying an estimated $5.71K and bringing the position to 156 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #745.

Key Financial Inc first reported a position in WEC in Q4 2020 and has held it in 23 quarters since. 1,410 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Key Financial Inc held 156 shares of WEC Energy worth $18.2K as of Q2 2026.
Key Financial Inc bought 50 WEC Energy shares in Q2 2026, an estimated $5.71K.
WEC Energy made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #745 holding.
Key Financial Inc first reported a position in WEC Energy in Q4 2020 and has held it in 23 quarters since.
1,410 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.