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Legacy Wealth Management (Idaho)’s WEC Energy WEC Stock Holding History

Legacy Wealth Management (Idaho)’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 		$787K Sell
6,737
-3
-0% -$342 0.32% 83
2026
Q1 		$780K Buy
6,740
+47
+0.7% +$5.28K 0.39% 60
2025
Q4 		$706K Buy
6,693
+6,631
+10,695% +$734K 0.34% 63
2025
Q3 		$7.11K Hold
62
– – ﹤0.01% 392
2025
Q2 		$6.46K Hold
62
– – ﹤0.01% 368
2025
Q1 		$6.76K Hold
62
– – ﹤0.01% 390
2024
Q4 		$6.31K Sell
62
-132
-68% -$12.8K ﹤0.01% 349
2024
Q3 		$18.9K Buy
+194
New +$17.2K 0.01% 235

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

Legacy Wealth Management (Idaho)'s WEC Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) reduced its WEC Energy (WEC) stake by 0.04% in Q2 2026, selling an estimated $342 and leaving 6,737 shares worth $787K. The position accounts for 0.32% of the portfolio, ranked #83.

Legacy Wealth Management (Idaho) first reported a position in WEC in Q3 2024 and has held it in 8 quarters since. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Legacy Wealth Management (Idaho) held 6,737 shares of WEC Energy worth $787K as of Q2 2026.
  • Legacy Wealth Management (Idaho) sold 3 WEC Energy shares in Q2 2026, an estimated $342.
  • WEC Energy made up 0.32% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #83 holding.
  • Legacy Wealth Management (Idaho) first reported a position in WEC Energy in Q3 2024 and has held it in 8 quarters since.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.