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Modern Wealth Management’s WEC Energy WEC Stock Holding History

Modern 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 		$1.06M Buy
9,104
+458
+5% +$52.3K 0.01% 509
2026
Q1 		$1M Buy
8,646
+606
+8% +$68.1K 0.02% 423
2025
Q4 		$848K Buy
8,040
+693
+9% +$76.7K 0.02% 435
2025
Q3 		$842K Buy
7,347
+342
+5% +$37.1K 0.02% 421
2025
Q2 		$730K Buy
7,005
+232
+3% +$24.7K 0.02% 420
2025
Q1 		$738K Buy
6,773
+466
+7% +$47.6K 0.02% 352
2024
Q4 		$593K Buy
6,307
+2,503
+66% +$243K 0.02% 331
2024
Q3 		$366K Buy
3,804
+1
+0% +$89 0.02% 304
2024
Q2 		$298K Buy
3,803
+1,074
+39% +$87.2K 0.02% 313
2024
Q1 		$224K Buy
2,729
+87
+3% +$7K 0.02% 275
2023
Q4 		$222K Buy
+2,642
New +$218K 0.03% 175

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

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

Modern Wealth Management increased its WEC Energy (WEC) stake by 5.3% in Q2 2026, buying an estimated $52.3K and bringing the position to 9,104 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #509.

Modern Wealth Management first reported a position in WEC in Q4 2023 and has held it in 11 quarters since. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Modern Wealth Management held 9,104 shares of WEC Energy worth $1.06M as of Q2 2026.
  • Modern Wealth Management bought 458 WEC Energy shares in Q2 2026, an estimated $52.3K.
  • WEC Energy made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #509 holding.
  • Modern Wealth Management first reported a position in WEC Energy in Q4 2023 and has held it in 11 quarters since.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.