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Paragon Private Wealth Management’s WEC Energy WEC Stock Holding History

Paragon Private 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 		$599K Sell
5,131
-48
-0.9% -$5.48K 0.16% 136
2026
Q1 		$600K Sell
5,179
-185
-3% -$20.8K 0.19% 128
2025
Q4 		$566K Sell
5,364
-52
-1% -$5.76K 0.17% 131
2025
Q3 		$621K Buy
5,416
+173
+3% +$18.8K 0.2% 126
2025
Q2 		$546K Sell
5,243
-1,308
-20% -$139K 0.22% 124
2025
Q1 		$714K Sell
6,551
-1,354
-17% -$138K 0.33% 85
2024
Q4 		$743K Buy
7,905
+470
+6% +$45.6K 0.34% 81
2024
Q3 		$715K Buy
7,435
+828
+13% +$73.4K 0.35% 77
2024
Q2 		$518K Buy
6,607
+197
+3% +$16K 0.29% 94
2024
Q1 		$526K Buy
6,410
+185
+3% +$14.9K 0.31% 91
2023
Q4 		$524K Buy
6,225
+719
+13% +$59.2K 0.36% 82
2023
Q3 		$444K Buy
5,506
+484
+10% +$42.1K 0.37% 82
2023
Q2 		$443K Buy
5,022
+393
+8% +$36.3K 0.35% 85
2023
Q1 		$439K Buy
4,629
+1,296
+39% +$120K 0.37% 86
2022
Q4 		$313K Buy
+3,333
New +$308K 0.28% 95

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

Paragon Private Wealth Management's WEC Position: Q2 2026 in Review

Paragon Private Wealth Management reduced its WEC Energy (WEC) stake by 0.93% in Q2 2026, selling an estimated $5.48K and leaving 5,131 shares worth $599K. The position accounts for 0.16% of the portfolio, ranked #136.

Paragon Private Wealth Management first reported a position in WEC in Q4 2022 and has held it in 15 quarters since. The position peaked at $743K in Q4 2024. 1,407 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Paragon Private Wealth Management held 5,131 shares of WEC Energy worth $599K as of Q2 2026.
  • Paragon Private Wealth Management sold 48 WEC Energy shares in Q2 2026, an estimated $5.48K.
  • WEC Energy made up 0.16% of Paragon Private Wealth Management's portfolio in Q2 2026, its #136 holding.
  • Paragon Private Wealth Management first reported a position in WEC Energy in Q4 2022 and has held it in 15 quarters since.
  • Paragon Private Wealth Management's WEC Energy position peaked at $743K in Q4 2024.
  • 1,407 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Paragon Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.