Legacy Capital Wealth Partners’s WEC Energy WEC Stock Holding History

Legacy Capital Wealth Partners’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	$437K	Buy	3,745 +26	+0.7%	+$2.97K	0.08%	221
2026 Q1	$431K	Buy	3,719 +681	+22%	+$76.5K	0.09%	229
2025 Q4	$320K	Sell	3,038 -113	-4%	-$12.5K	0.07%	289
2025 Q3	$361K	Buy	3,151 +565	+22%	+$61.2K	0.08%	274
2025 Q2	$270K	Sell	2,586 -145	-5%	-$15.4K	0.06%	316
2025 Q1	$298K	Buy	2,731 +295	+12%	+$30.1K	0.07%	280
2024 Q4	$229K	Sell	2,436 -2,557	-51%	-$248K	0.06%	315
2024 Q3	$480K	Buy	+4,993	New	+$442K	0.1%	204

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 $3.38T AUM 44.17% 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

Legacy Capital Wealth Partners's WEC Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its WEC Energy (WEC) stake by 0.7% in Q2 2026, buying an estimated $2.97K and bringing the position to 3,745 shares worth $437K. The position accounts for 0.08% of the portfolio, ranked #221.

Legacy Capital Wealth Partners first reported a position in WEC in Q3 2024 and has held it in 8 quarters since. The position peaked at $480K in Q3 2024. 1,412 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Legacy Capital Wealth Partners held 3,745 shares of WEC Energy worth $437K as of Q2 2026.
Legacy Capital Wealth Partners bought 26 WEC Energy shares in Q2 2026, an estimated $2.97K.
WEC Energy made up 0.08% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #221 holding.
Legacy Capital Wealth Partners first reported a position in WEC Energy in Q3 2024 and has held it in 8 quarters since.
Legacy Capital Wealth Partners's WEC Energy position peaked at $480K in Q3 2024.
1,412 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.