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Livet Wealth’s WEC Energy WEC Stock Holding History

Livet 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 		$383K Sell
3,283
-52
-2% -$5.93K 0.22% 71
2026
Q1 		$386K Sell
3,335
-191
-5% -$21.5K 0.25% 71
2025
Q4 		$372K Buy
+3,526
New +$390K 0.23% 77

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

Livet Wealth's WEC Position: Q2 2026 in Review

Livet Wealth reduced its WEC Energy (WEC) stake by 1.6% in Q2 2026, selling an estimated $5.93K and leaving 3,283 shares worth $383K. The position accounts for 0.22% of the portfolio, ranked #71.

Livet Wealth first reported a position in WEC in Q4 2025 and has held it in 3 quarters since. The position peaked at $386K in Q1 2026. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Livet Wealth held 3,283 shares of WEC Energy worth $383K as of Q2 2026.
  • Livet Wealth sold 52 WEC Energy shares in Q2 2026, an estimated $5.93K.
  • WEC Energy made up 0.22% of Livet Wealth's portfolio in Q2 2026, its #71 holding.
  • Livet Wealth first reported a position in WEC Energy in Q4 2025 and has held it in 3 quarters since.
  • Livet Wealth's WEC Energy position peaked at $386K in Q1 2026.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Livet Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.