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NewEdge Wealth’s WEC Energy WEC Stock Holding History

NewEdge Wealth’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 		$1.7M Buy
14,571
+3,454
+31% +$394K 0.02% 501
2026
Q1 		$1.29M Sell
11,117
-1,356
-11% -$152K 0.02% 553
2025
Q4 		$1.32M Buy
12,473
+1,870
+18% +$207K 0.01% 560
2025
Q3 		$1.19M Buy
10,603
+2,048
+24% +$222K 0.02% 526
2025
Q2 		$947K Buy
8,555
+953
+13% +$101K 0.01% 546
2025
Q1 		$828K Sell
7,602
-337
-4% -$34.4K 0.02% 514
2024
Q4 		$747K Buy
7,939
+660
+9% +$64K 0.01% 545
2024
Q3 		$700K Buy
7,279
+239
+3% +$21.2K 0.01% 539
2024
Q2 		$552K Sell
7,040
-86
-1% -$6.99K 0.01% 521
2024
Q1 		$592K Buy
7,126
+517
+8% +$41.6K 0.01% 524
2023
Q4 		$556K Sell
6,609
-556
-8% -$45.8K 0.01% 489
2023
Q3 		$577K Sell
7,165
-302
-4% -$26.2K 0.02% 445
2023
Q2 		$659K Buy
7,467
+350
+5% +$32.3K 0.02% 418
2023
Q1 		$675K Buy
7,117
+118
+2% +$10.9K 0.03% 372
2022
Q4 		$656K Buy
6,999
+139
+2% +$12.8K 0.03% 334
2022
Q3 		$614K Sell
6,860
-146
-2% -$14.9K 0.03% 323
2022
Q2 		$705K Buy
+7,006
New +$710K 0.03% 335

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

NewEdge Wealth's WEC Position: Q2 2026 in Review

NewEdge Wealth increased its WEC Energy (WEC) stake by 31% in Q2 2026, buying an estimated $394K and bringing the position to 14,571 shares worth $1.7M. The position accounts for 0.02% of the portfolio, ranked #501.

NewEdge Wealth first reported a position in WEC in Q2 2022 and has held it in 17 quarters since. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • NewEdge Wealth held 14,571 shares of WEC Energy worth $1.7M as of Q2 2026.
  • NewEdge Wealth bought 3,454 WEC Energy shares in Q2 2026, an estimated $394K.
  • WEC Energy made up 0.02% of NewEdge Wealth's portfolio in Q2 2026, its #501 holding.
  • NewEdge Wealth first reported a position in WEC Energy in Q2 2022 and has held it in 17 quarters since.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.