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OneAscent Financial Services’s WEC Energy WEC Stock Holding History

OneAscent Financial Services’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 		$353K Sell
3,021
-588
-16% -$67.1K 0.02% 456
2026
Q1 		$418K Buy
3,609
+1,109
+44% +$125K 0.02% 379
2025
Q4 		$264K Buy
+2,500
New +$277K 0.02% 384
2025
Q3 		– Sell
-2,369
Closed -$247K – 568
2025
Q2 		$247K Sell
2,369
-21
-0.9% -$2.23K 0.02% 463
2025
Q1 		$260K Buy
2,390
+170
+8% +$17.4K 0.02% 425
2024
Q4 		$209K Buy
+2,220
New +$215K 0.02% 446
2024
Q1 		– Sell
-3,451
Closed -$290K – 405
2023
Q4 		$290K Buy
+3,451
New +$284K 0.04% 275
2023
Q3 		– Sell
-4,137
Closed -$365K – 293
2023
Q2 		$365K Sell
4,137
-531
-11% -$49.1K 0.16% 70
2023
Q1 		$442K Buy
4,668
+132
+3% +$12.2K 0.18% 66
2022
Q4 		$425K Buy
4,536
+1,082
+31% +$100K 0.18% 68
2022
Q3 		$309K Buy
3,454
+337
+11% +$34.4K 0.12% 115
2022
Q2 		$314K Buy
+3,117
New +$316K 0.14% 137
2020
Q4 		– Sell
-3,589
Closed -$348K – 191
2020
Q3 		$348K Sell
3,589
-611
-15% -$56.9K 0.18% 118
2020
Q2 		$368K Buy
+4,200
New +$379K 0.25% 85

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 $3.38T AUM 44.17% 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

OneAscent Financial Services's WEC Position: Q2 2026 in Review

OneAscent Financial Services reduced its WEC Energy (WEC) stake by 16% in Q2 2026, selling an estimated $67.1K and leaving 3,021 shares worth $353K. The position accounts for 0.02% of the portfolio, ranked #456.

OneAscent Financial Services first reported a position in WEC in Q2 2020 and has held it in 14 quarters since. The position peaked at $442K in Q1 2023. 1,412 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • OneAscent Financial Services held 3,021 shares of WEC Energy worth $353K as of Q2 2026.
  • OneAscent Financial Services sold 588 WEC Energy shares in Q2 2026, an estimated $67.1K.
  • WEC Energy made up 0.02% of OneAscent Financial Services's portfolio in Q2 2026, its #456 holding.
  • OneAscent Financial Services first reported a position in WEC Energy in Q2 2020 and has held it in 14 quarters since.
  • OneAscent Financial Services's WEC Energy position peaked at $442K in Q1 2023.
  • 1,412 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.