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Kingdom Financial Group’s WEC Energy WEC Stock Holding History

Kingdom Financial Group’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 		$605K Sell
5,183
-138
-3% -$15.7K 0.15% 69
2026
Q1 		$616K Sell
5,321
-20
-0.4% -$2.25K 0.18% 65
2025
Q4 		$563K Buy
+5,341
New +$591K 0.17% 65

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

Kingdom Financial Group's WEC Position: Q2 2026 in Review

Kingdom Financial Group reduced its WEC Energy (WEC) stake by 2.6% in Q2 2026, selling an estimated $15.7K and leaving 5,183 shares worth $605K. The position accounts for 0.15% of the portfolio, ranked #69.

Kingdom Financial Group first reported a position in WEC in Q4 2025 and has held it in 3 quarters since. The position peaked at $616K in Q1 2026. 1,407 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Kingdom Financial Group held 5,183 shares of WEC Energy worth $605K as of Q2 2026.
  • Kingdom Financial Group sold 138 WEC Energy shares in Q2 2026, an estimated $15.7K.
  • WEC Energy made up 0.15% of Kingdom Financial Group's portfolio in Q2 2026, its #69 holding.
  • Kingdom Financial Group first reported a position in WEC Energy in Q4 2025 and has held it in 3 quarters since.
  • Kingdom Financial Group's WEC Energy position peaked at $616K in Q1 2026.
  • 1,407 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.