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Portfolio Design Labs’s WEC Energy WEC Stock Holding History

Portfolio Design Labs’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 		$1.13M Buy
9,666
+750
+8% +$85.6K 0.19% 109
2026
Q1 		$1.03M Sell
8,916
-4,639
-34% -$521K 0.18% 123
2025
Q4 		$1.43M Buy
13,555
+334
+3% +$37K 0.24% 107
2025
Q3 		$1.52M Buy
+13,221
New +$1.43M 0.26% 90

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

Portfolio Design Labs's WEC Position: Q2 2026 in Review

Portfolio Design Labs increased its WEC Energy (WEC) stake by 8.4% in Q2 2026, buying an estimated $85.6K and bringing the position to 9,666 shares worth $1.13M. The position accounts for 0.19% of the portfolio, ranked #109.

Portfolio Design Labs first reported a position in WEC in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.52M in Q3 2025. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Portfolio Design Labs held 9,666 shares of WEC Energy worth $1.13M as of Q2 2026.
  • Portfolio Design Labs bought 750 WEC Energy shares in Q2 2026, an estimated $85.6K.
  • WEC Energy made up 0.19% of Portfolio Design Labs's portfolio in Q2 2026, its #109 holding.
  • Portfolio Design Labs first reported a position in WEC Energy in Q3 2025 and has held it in 4 quarters since.
  • Portfolio Design Labs's WEC Energy position peaked at $1.52M in Q3 2025.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Portfolio Design Labs's 13F filing for Q2 2026, filed 11 Aug 2026.