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Maridea Wealth Management’s WEC Energy WEC Stock Holding History

Maridea 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 		– Sell
-3,202
Closed -$371K – 598
2026
Q1 		$371K Buy
+3,202
New +$360K 0.05% 300
2025
Q4 		– Sell
-3,379
Closed -$397K – 468
2025
Q3 		$397K Buy
+3,379
New +$366K 0.06% 287

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

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

Maridea Wealth Management sold out of WEC Energy (WEC) in Q2 2026, closing a stake of 3,202 shares — an estimated $371K sold.

Maridea Wealth Management first reported a position in WEC in Q3 2025 and held it in 2 quarters. The position peaked at $397K in Q3 2025. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Maridea Wealth Management reported no remaining WEC Energy position as of Q2 2026 after selling out during the quarter.
  • Maridea Wealth Management sold 3,202 WEC Energy shares in Q2 2026, an estimated $371K.
  • Maridea Wealth Management first reported a position in WEC Energy in Q3 2025 and held it in 2 quarters.
  • Maridea Wealth Management's WEC Energy position peaked at $397K in Q3 2025.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

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