Live Oak Private Wealth’s WEC Energy WEC Stock Holding History

Live Oak Private Wealth’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	$314K	Hold	2,692	–	–	0.04%	172
2026 Q1	$312K	Hold	2,692	–	–	0.04%	167
2025 Q4	$284K	Hold	2,692	–	–	0.04%	167
2025 Q3	$308K	Hold	2,692	–	–	0.04%	156
2025 Q2	$281K	Sell	2,692 -16	-0.6%	-$1.7K	0.04%	159
2025 Q1	$295K	Hold	2,708	–	–	0.05%	148
2024 Q4	$255K	Buy	2,708 +16	+0.6%	+$1.55K	0.04%	158
2024 Q3	$259K	Hold	2,692	–	–	0.04%	155
2024 Q2	$211K	Hold	2,692	–	–	0.04%	160
2024 Q1	$221K	Sell	2,692 -38	-1%	-$3.06K	0.04%	156
2023 Q4	$230K	Hold	2,730	–	–	0.04%	149
2023 Q3	$220K	Hold	2,730	–	–	0.05%	144
2023 Q2	$241K	Buy	2,730 +28	+1%	+$2.59K	0.05%	142
2023 Q1	$256K	Buy	2,702 +10	+0.4%	+$926	0.05%	134
2022 Q4	$252K	Sell	2,692 -44	-2%	-$4.07K	0.05%	146
2022 Q3	$245K	Buy	+2,736	New	+$279K	0.06%	144

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 $3.37T AUM 44.26% 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

Live Oak Private Wealth's WEC Position: Q2 2026 in Review

Live Oak Private Wealth held its WEC Energy (WEC) position steady in Q2 2026 at 2,692 shares worth $314K. The position accounts for 0.04% of the portfolio, ranked #172.

Live Oak Private Wealth first reported a position in WEC in Q3 2022 and has held it in 16 quarters since. 1,405 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Live Oak Private Wealth held 2,692 shares of WEC Energy worth $314K as of Q2 2026.
Live Oak Private Wealth left its WEC Energy share count unchanged in Q2 2026.
WEC Energy made up 0.04% of Live Oak Private Wealth's portfolio in Q2 2026, its #172 holding.
Live Oak Private Wealth first reported a position in WEC Energy in Q3 2022 and has held it in 16 quarters since.
1,405 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.