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PAX Financial Group’s WEC Energy WEC Stock Holding History

PAX Financial Group’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 		$363K Sell
3,113
-587
-16% -$67K 0.05% 154
2026
Q1 		$428K Sell
3,700
-992
-21% -$111K 0.07% 132
2025
Q4 		$495K Sell
4,692
-1,458
-24% -$161K 0.09% 124
2025
Q3 		$705K Buy
6,150
+86
+1% +$9.32K 0.13% 114
2025
Q2 		$632K Sell
6,064
-662
-10% -$70.4K 0.12% 124
2025
Q1 		$733K Buy
6,726
+531
+9% +$54.2K 0.13% 127
2024
Q4 		$583K Buy
6,195
+281
+5% +$27.2K 0.1% 157
2024
Q3 		$569K Buy
5,914
+324
+6% +$28.7K 0.1% 162
2024
Q2 		$439K Buy
5,590
+248
+5% +$20.1K 0.09% 178
2024
Q1 		$439K Sell
5,342
-10
-0.2% -$804 0.09% 182
2023
Q4 		$414K Buy
5,352
+303
+6% +$25K 0.09% 180
2023
Q3 		$407K Buy
5,049
+98
+2% +$8.52K 0.09% 171
2023
Q2 		$437K Buy
4,951
+182
+4% +$16.8K 0.1% 170
2023
Q1 		$452K Buy
4,769
+308
+7% +$28.5K 0.11% 159
2022
Q4 		$418K Sell
4,461
-450
-9% -$41.6K 0.11% 146
2022
Q3 		$439K Buy
4,911
+90
+2% +$9.19K 0.11% 144
2022
Q2 		$485K Buy
4,821
+217
+5% +$22K 0.12% 137
2022
Q1 		$459K Buy
4,604
+277
+6% +$26.2K 0.11% 141
2021
Q4 		$420K Buy
4,327
+214
+5% +$19.6K 0.09% 143
2021
Q3 		$363K Buy
4,113
+108
+3% +$10.1K 0.09% 148
2021
Q2 		$356K Buy
4,005
+465
+13% +$43.8K 0.09% 140
2021
Q1 		$331K Buy
3,540
+666
+23% +$58.1K 0.09% 132
2020
Q4 		$264K Buy
+2,874
New +$280K 0.08% 117

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

PAX Financial Group's WEC Position: Q2 2026 in Review

PAX Financial Group reduced its WEC Energy (WEC) stake by 16% in Q2 2026, selling an estimated $67K and leaving 3,113 shares worth $363K. The position accounts for 0.05% of the portfolio, ranked #154.

PAX Financial Group first reported a position in WEC in Q4 2020 and has held it in 23 quarters since. The position peaked at $733K in Q1 2025. 1,407 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • PAX Financial Group held 3,113 shares of WEC Energy worth $363K as of Q2 2026.
  • PAX Financial Group sold 587 WEC Energy shares in Q2 2026, an estimated $67K.
  • WEC Energy made up 0.05% of PAX Financial Group's portfolio in Q2 2026, its #154 holding.
  • PAX Financial Group first reported a position in WEC Energy in Q4 2020 and has held it in 23 quarters since.
  • PAX Financial Group's WEC Energy position peaked at $733K in Q1 2025.
  • 1,407 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on PAX Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.