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Laurel Oak Wealth Management’s WEC Energy WEC Stock Holding History

Laurel Oak Wealth 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 		$328K Buy
2,808
+676
+32% +$77.1K 0.05% 272
2026
Q1 		$247K Buy
+2,132
New +$240K 0.04% 305

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

Laurel Oak Wealth Management's WEC Position: Q2 2026 in Review

Laurel Oak Wealth Management increased its WEC Energy (WEC) stake by 32% in Q2 2026, buying an estimated $77.1K and bringing the position to 2,808 shares worth $328K. The position accounts for 0.05% of the portfolio, ranked #272.

Laurel Oak Wealth Management first reported a position in WEC in Q1 2026 and has held it in 2 quarters since. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Laurel Oak Wealth Management held 2,808 shares of WEC Energy worth $328K as of Q2 2026.
  • Laurel Oak Wealth Management bought 676 WEC Energy shares in Q2 2026, an estimated $77.1K.
  • WEC Energy made up 0.05% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #272 holding.
  • Laurel Oak Wealth Management first reported a position in WEC Energy in Q1 2026 and has held it in 2 quarters since.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.