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Timothy G. Youngquist 2020 Irrevocable Trust’s WEC Energy WEC Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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 		– Sell
-114
Closed -$13.2K – 484
2026
Q1 		$13.2K Buy
+114
New +$12.8K 0.01% 361

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's WEC Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of WEC Energy (WEC) in Q2 2026, closing a stake of 114 shares — an estimated $13.2K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in WEC in Q1 2026 and held it in 1 quarter. The position peaked at $13.2K in Q1 2026. 848 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining WEC Energy position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 114 WEC Energy shares in Q2 2026, an estimated $13.2K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in WEC Energy in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's WEC Energy position peaked at $13.2K in Q1 2026.
  • 848 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.