P
WEC icon

&Partners’s WEC Energy WEC Stock Holding History

&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 		$19.3M Buy
165,442
+7,588
+5% +$866K 0.08% 227
2026
Q1 		$18.3M Sell
157,854
-11,568
-7% -$1.3M 0.09% 205
2025
Q4 		$17.9M Buy
169,422
+9,403
+6% +$1.04M 0.09% 193
2025
Q3 		$18.4M Buy
160,019
+1,462
+0.9% +$158K 0.12% 162
2025
Q2 		$16.5M Buy
158,557
+44,213
+39% +$4.7M 0.13% 163
2025
Q1 		$12.3M Sell
114,344
-3,414
-3% -$349K 0.13% 152
2024
Q4 		$11M Buy
117,758
+55,145
+88% +$5.35M 0.13% 157
2024
Q3 		$6.02M Buy
62,613
+38,861
+164% +$3.44M 0.12% 175
2024
Q2 		$1.86M Buy
+23,752
New +$1.93M 0.08% 221
2020
Q4 		– Sell
-2,498
Closed -$242K – 151
2020
Q3 		$242K Buy
+2,498
New +$233K 0.25% 100

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

&Partners's WEC Position: Q2 2026 in Review

&Partners increased its WEC Energy (WEC) stake by 4.8% in Q2 2026, buying an estimated $866K and bringing the position to 165,442 shares worth $19.3M. The position accounts for 0.08% of the portfolio, ranked #227.

&Partners first reported a position in WEC in Q3 2020 and has held it in 10 quarters since. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • &Partners held 165,442 shares of WEC Energy worth $19.3M as of Q2 2026.
  • &Partners bought 7,588 WEC Energy shares in Q2 2026, an estimated $866K.
  • WEC Energy made up 0.08% of &Partners's portfolio in Q2 2026, its #227 holding.
  • &Partners first reported a position in WEC Energy in Q3 2020 and has held it in 10 quarters since.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.