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Perigon Wealth Management’s WEC Energy WEC Stock Holding History

Perigon 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 		$656K Buy
5,619
+1,115
+25% +$127K 0.01% 758
2026
Q1 		$521K Buy
4,504
+881
+24% +$99K 0.01% 789
2025
Q4 		$382K Sell
3,623
-145
-4% -$16.1K 0.01% 917
2025
Q3 		$432K Buy
3,768
+252
+7% +$27.3K 0.01% 799
2025
Q2 		$366K Buy
3,516
+369
+12% +$39.3K 0.01% 772
2025
Q1 		$343K Buy
3,147
+39
+1% +$3.98K 0.01% 759
2024
Q4 		$306K Buy
3,108
+161
+5% +$15.6K 0.01% 813
2024
Q3 		$283K Buy
+2,947
New +$261K 0.01% 812
2024
Q1 		– Sell
-2,390
Closed -$201K – 918
2023
Q4 		$201K Buy
+2,390
New +$197K 0.01% 789
2023
Q3 		– Sell
-2,517
Closed -$222K – 822
2023
Q2 		$222K Sell
2,517
-64
-2% -$5.91K 0.01% 707
2023
Q1 		$245K Sell
2,581
-172
-6% -$15.9K 0.01% 610
2022
Q4 		$258K Sell
2,753
-46
-2% -$4.25K 0.02% 581
2022
Q3 		$250K Buy
2,799
+18
+0.6% +$1.84K 0.02% 477
2022
Q2 		$280K Buy
2,781
+224
+9% +$22.7K 0.02% 441
2022
Q1 		$255K Sell
2,557
-36
-1% -$3.4K 0.02% 519
2021
Q4 		$252K Buy
+2,593
New +$237K 0.02% 493
2021
Q1 		– Sell
-1,674
Closed -$154K – 1033
2020
Q4 		$154K Buy
+1,674
New +$163K 0.02% 448

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

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

Perigon Wealth Management increased its WEC Energy (WEC) stake by 25% in Q2 2026, buying an estimated $127K and bringing the position to 5,619 shares worth $656K. The position accounts for 0.01% of the portfolio, ranked #758.

Perigon Wealth Management first reported a position in WEC in Q4 2020 and has held it in 17 quarters since. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Perigon Wealth Management held 5,619 shares of WEC Energy worth $656K as of Q2 2026.
  • Perigon Wealth Management bought 1,115 WEC Energy shares in Q2 2026, an estimated $127K.
  • WEC Energy made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #758 holding.
  • Perigon Wealth Management first reported a position in WEC Energy in Q4 2020 and has held it in 17 quarters since.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.