Measured Wealth Private Client Group’s WEC Energy WEC Stock Holding History

Measured Wealth Private Client Group’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	$165K	Hold	1,412	–	–	0.04%	218
2026 Q1	$163K	Hold	1,412	–	–	0.04%	204
2025 Q4	$149K	Hold	1,412	–	–	0.04%	221
2025 Q3	$162K	Buy	+1,412	New	+$153K	0.04%	203
2022 Q3	–	Sell	-2,104	Closed	-$212K	–	187
2022 Q2	$212K	Hold	2,104	–	–	0.09%	163
2022 Q1	$210K	Hold	2,104	–	–	0.08%	164
2021 Q4	$204K	Buy	+2,104	New	+$192K	0.07%	156
2021 Q1	–	Sell	-2,176	Closed	-$200K	–	165
2020 Q4	$200K	Hold	2,176	–	–	0.08%	131
2020 Q3	$211K	Buy	+2,176	New	+$203K	0.1%	126
2018 Q4	–	Sell	-710	Closed	-$47K	–	705
2018 Q3	$47K	Buy	+710	New	+$47.3K	0.03%	371

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

Measured Wealth Private Client Group's WEC Position: Q2 2026 in Review

Measured Wealth Private Client Group held its WEC Energy (WEC) position steady in Q2 2026 at 1,412 shares worth $165K. The position accounts for 0.04% of the portfolio, ranked #218.

Measured Wealth Private Client Group first reported a position in WEC in Q3 2018 and has held it in 10 quarters since. The position peaked at $212K in Q2 2022. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Measured Wealth Private Client Group held 1,412 shares of WEC Energy worth $165K as of Q2 2026.
Measured Wealth Private Client Group left its WEC Energy share count unchanged in Q2 2026.
WEC Energy made up 0.04% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #218 holding.
Measured Wealth Private Client Group first reported a position in WEC Energy in Q3 2018 and has held it in 10 quarters since.
Measured Wealth Private Client Group's WEC Energy position peaked at $212K in Q2 2022.
1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.