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Liberty Wealth Management’s WEC Energy WEC Stock Holding History

Liberty 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 		$311K Hold
2,688
– – 0.04% 204
2026
Q1 		$311K Buy
2,688
+303
+13% +$34K 0.04% 204
2025
Q4 		$252K Buy
2,385
+15
+0.6% +$1.66K 0.03% 218
2025
Q3 		$272K Buy
2,370
+30
+1% +$3.25K 0.04% 193
2025
Q2 		$244K Buy
2,340
+26
+1% +$2.77K 0.04% 196
2025
Q1 		$252K Sell
2,314
-226
-9% -$23.1K 0.05% 131
2024
Q4 		$239K Sell
2,540
-328
-11% -$31.8K 0.04% 181
2024
Q3 		$276K Buy
2,868
+209
+8% +$18.5K 0.05% 164
2024
Q2 		$209K Buy
2,659
+6
+0.2% +$487 0.04% 190
2024
Q1 		$218K Buy
+2,653
New +$213K 0.04% 174
2023
Q3 		– Sell
-2,354
Closed -$208K – 197
2023
Q2 		$208K Buy
2,354
+17
+0.7% +$1.57K 0.05% 181
2023
Q1 		$222K Buy
+2,337
New +$216K 0.05% 208
2022
Q3 		– Sell
-2,109
Closed -$212K – 159
2022
Q2 		$212K Buy
2,109
+13
+0.6% +$1.32K 0.09% 132
2022
Q1 		$209K Sell
2,096
-398
-16% -$37.6K 0.08% 143
2021
Q4 		$242 Sell
2,494
-8
-0.3% -$731 0.01% 139
2021
Q3 		$221K Buy
2,502
+298
+14% +$27.9K 0.08% 150
2021
Q2 		$169K Buy
2,204
+845
+62% +$79.6K 0.07% 152
2021
Q1 		$120K Hold
1,359
– – 0.06% 159
2020
Q4 		$120K Buy
1,359
+26
+2% +$2.53K 0.06% 157
2020
Q3 		$129K Buy
1,333
+578
+77% +$53.9K 0.08% 136
2020
Q2 		$66K Sell
755
-69
-8% -$6.22K 0.05% 195
2020
Q1 		$73K Buy
824
+1
+0.1% +$96 0.06% 175
2019
Q4 		$76K Sell
823
-1
-0.1% -$91 0.06% 189
2019
Q3 		$78K Sell
824
-2,211
-73% -$199K 0.07% 173
2019
Q2 		$253K Buy
3,035
+2,768
+1,037% +$222K 0.22% 88
2019
Q1 		$21K Hold
267
– – 0.02% 341
2018
Q4 		$18K Buy
+267
New +$18.7K 0.01% 345

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

Liberty Wealth Management's WEC Position: Q2 2026 in Review

Liberty Wealth Management held its WEC Energy (WEC) position steady in Q2 2026 at 2,688 shares worth $311K. The position accounts for 0.04% of the portfolio, ranked #204.

Liberty Wealth Management first reported a position in WEC in Q4 2018 and has held it in 27 quarters since. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Liberty Wealth Management held 2,688 shares of WEC Energy worth $311K as of Q2 2026.
  • Liberty Wealth Management left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up 0.04% of Liberty Wealth Management's portfolio in Q2 2026, its #204 holding.
  • Liberty Wealth Management first reported a position in WEC Energy in Q4 2018 and has held it in 27 quarters since.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.