Partnership Wealth Management’s WEC Energy WEC Stock Holding History

Partnership 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	$572K	Hold	4,900	–	–	0.39%	40
2026 Q1	$567K	Hold	4,900	–	–	0.43%	41
2025 Q4	$517K	Hold	4,900	–	–	0.37%	45
2025 Q3	$561K	Hold	4,900	–	–	0.43%	41
2025 Q2	$511K	Hold	4,900	–	–	0.41%	46
2025 Q1	$534K	Hold	4,900	–	–	0.45%	45
2024 Q4	$461K	Hold	4,900	–	–	0.38%	49
2024 Q3	$471K	Hold	4,900	–	–	0.33%	48
2024 Q2	$384K	Hold	4,900	–	–	0.28%	64
2024 Q1	$402K	Hold	4,900	–	–	0.28%	77
2023 Q4	$396K	Buy	+4,900	New	+$404K	0.3%	70

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

Partnership Wealth Management's WEC Position: Q2 2026 in Review

Partnership Wealth Management held its WEC Energy (WEC) position steady in Q2 2026 at 4,900 shares worth $572K. The position accounts for 0.39% of the portfolio, ranked #40.

Partnership Wealth Management first reported a position in WEC in Q4 2023 and has held it in 11 quarters since. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Partnership Wealth Management held 4,900 shares of WEC Energy worth $572K as of Q2 2026.
Partnership Wealth Management left its WEC Energy share count unchanged in Q2 2026.
WEC Energy made up 0.39% of Partnership Wealth Management's portfolio in Q2 2026, its #40 holding.
Partnership Wealth Management first reported a position in WEC Energy in Q4 2023 and has held it in 11 quarters since.
1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Partnership Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.