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Olistico Wealth’s WEC Energy WEC Stock Holding History

Olistico 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 		$28.6K Hold
245
– – 0.01% 193
2026
Q1 		$28.4K Sell
245
-127
-34% -$14.3K 0.01% 193
2025
Q4 		$39.2K Buy
+372
New +$41.2K 0.02% 176
2025
Q3 		– Sell
-372
Closed -$38.8K – 344
2025
Q2 		$38.8K Hold
372
– – 0.02% 183
2025
Q1 		$40.5K Hold
372
– – 0.03% 174
2024
Q4 		$35K Hold
372
– – 0.02% 178
2024
Q3 		$35.8K Hold
372
– – 0.02% 182
2024
Q2 		$29.2K Buy
+372
New +$30.2K 0.02% 191

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

Olistico Wealth's WEC Position: Q2 2026 in Review

Olistico Wealth held its WEC Energy (WEC) position steady in Q2 2026 at 245 shares worth $28.6K. The position accounts for 0.01% of the portfolio, ranked #193.

Olistico Wealth first reported a position in WEC in Q2 2024 and has held it in 8 quarters since. The position peaked at $40.5K in Q1 2025. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Olistico Wealth held 245 shares of WEC Energy worth $28.6K as of Q2 2026.
  • Olistico Wealth left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up 0.01% of Olistico Wealth's portfolio in Q2 2026, its #193 holding.
  • Olistico Wealth first reported a position in WEC Energy in Q2 2024 and has held it in 8 quarters since.
  • Olistico Wealth's WEC Energy position peaked at $40.5K in Q1 2025.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.