Modera Wealth Management’s WEC Energy WEC Stock Holding History

Modera 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	-1,747	Closed	-$202K	–	672
2026 Q1	$202K	Buy	+1,747	New	+$196K	﹤0.01%	611

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

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

Modera Wealth Management sold out of WEC Energy (WEC) in Q2 2026, closing a stake of 1,747 shares — an estimated $202K sold.

Modera Wealth Management first reported a position in WEC in Q1 2026 and held it in 1 quarter. The position peaked at $202K in Q1 2026. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Modera Wealth Management reported no remaining WEC Energy position as of Q2 2026 after selling out during the quarter.
Modera Wealth Management sold 1,747 WEC Energy shares in Q2 2026, an estimated $202K.
Modera Wealth Management first reported a position in WEC Energy in Q1 2026 and held it in 1 quarter.
Modera Wealth Management's WEC Energy position peaked at $202K in Q1 2026.
1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.