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McCarter Private Wealth Services’s WEC Energy WEC Stock Holding History

McCarter Private Wealth Services’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 		$323K Sell
2,765
-488
-15% -$55.7K 0.11% 139
2026
Q1 		$377K Buy
3,253
+7
+0.2% +$786 0.16% 111
2025
Q4 		$342K Buy
3,246
+488
+18% +$54K 0.15% 119
2025
Q3 		$316K Hold
2,758
– – 0.16% 102
2025
Q2 		$287K Hold
2,758
– – 0.16% 99
2025
Q1 		$301K Sell
2,758
-19
-0.7% -$1.94K 0.2% 81
2024
Q4 		$261K Hold
2,777
– – 0.17% 87
2024
Q3 		$267K Buy
+2,777
New +$246K 0.17% 84

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

McCarter Private Wealth Services's WEC Position: Q2 2026 in Review

McCarter Private Wealth Services reduced its WEC Energy (WEC) stake by 15% in Q2 2026, selling an estimated $55.7K and leaving 2,765 shares worth $323K. The position accounts for 0.11% of the portfolio, ranked #139.

McCarter Private Wealth Services first reported a position in WEC in Q3 2024 and has held it in 8 quarters since. The position peaked at $377K in Q1 2026. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • McCarter Private Wealth Services held 2,765 shares of WEC Energy worth $323K as of Q2 2026.
  • McCarter Private Wealth Services sold 488 WEC Energy shares in Q2 2026, an estimated $55.7K.
  • WEC Energy made up 0.11% of McCarter Private Wealth Services's portfolio in Q2 2026, its #139 holding.
  • McCarter Private Wealth Services first reported a position in WEC Energy in Q3 2024 and has held it in 8 quarters since.
  • McCarter Private Wealth Services's WEC Energy position peaked at $377K in Q1 2026.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.