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Kozak & Associates’s WEC Energy WEC Stock Holding History

Kozak & Associates’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 		$586 Buy
+5
New +$570 ﹤0.01% 398

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

Kozak & Associates's WEC Position: Q2 2026 in Review

Kozak & Associates opened a new position in WEC Energy (WEC) in Q2 2026: 5 shares worth $586. The stake represents ﹤0.01% of the portfolio and ranks #398 among its holdings.

1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Kozak & Associates held 5 shares of WEC Energy worth $586 as of Q2 2026.
  • WEC Energy was a new Kozak & Associates position in Q2 2026.
  • WEC Energy made up ﹤0.01% of Kozak & Associates's portfolio in Q2 2026, its #398 holding.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Kozak & Associates's 13F filing for Q2 2026, filed 2 Jul 2026.