Obermeyer Wealth Partners’s WEC Energy WEC Stock Holding History

Obermeyer Wealth Partners’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	$875K	Sell	7,497 -7	-0.1%	-$799	0.04%	131
2026 Q1	$869K	Sell	7,504 -675	-8%	-$75.8K	0.04%	121
2025 Q4	$863K	Buy	8,179 +11	+0.1%	+$1.22K	0.04%	125
2025 Q3	$936K	Buy	8,168 +65	+0.8%	+$7.04K	0.04%	115
2025 Q2	$844K	Sell	8,103 -83	-1%	-$8.83K	0.04%	117
2025 Q1	$892K	Buy	8,186 +83	+1%	+$8.48K	0.05%	106
2024 Q4	$762K	Hold	8,103	–	–	0.04%	116
2024 Q3	$779K	Hold	8,103	–	–	0.04%	119
2024 Q2	$636K	Sell	8,103 -48	-0.6%	-$3.9K	0.04%	127
2024 Q1	$669K	Hold	8,151	–	–	0.04%	117
2023 Q4	$686K	Hold	8,151	–	–	0.05%	90
2023 Q3	$657K	Hold	8,151	–	–	0.05%	93
2023 Q2	$719K	Hold	8,151	–	–	0.05%	92
2023 Q1	$773K	Hold	8,151	–	–	0.06%	82
2022 Q4	$764K	Hold	8,151	–	–	0.06%	84
2022 Q3	$729K	Hold	8,151	–	–	0.06%	76
2022 Q2	$820K	Hold	8,151	–	–	0.06%	77
2022 Q1	$814K	Hold	8,151	–	–	0.05%	90
2021 Q4	$791K	Hold	8,151	–	–	0.04%	91
2021 Q3	$719K	Hold	8,151	–	–	0.04%	96
2021 Q2	$725K	Buy	+8,151	New	+$768K	0.04%	102

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

Obermeyer Wealth Partners's WEC Position: Q2 2026 in Review

Obermeyer Wealth Partners reduced its WEC Energy (WEC) stake by 0.09% in Q2 2026, selling an estimated $799 and leaving 7,497 shares worth $875K. The position accounts for 0.04% of the portfolio, ranked #131.

Obermeyer Wealth Partners first reported a position in WEC in Q2 2021 and has held it in 21 quarters since. The position peaked at $936K in Q3 2025. 1,410 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Obermeyer Wealth Partners held 7,497 shares of WEC Energy worth $875K as of Q2 2026.
Obermeyer Wealth Partners sold 7 WEC Energy shares in Q2 2026, an estimated $799.
WEC Energy made up 0.04% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #131 holding.
Obermeyer Wealth Partners first reported a position in WEC Energy in Q2 2021 and has held it in 21 quarters since.
Obermeyer Wealth Partners's WEC Energy position peaked at $936K in Q3 2025.
1,410 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.