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Premier Path Wealth Partners’s WEC Energy WEC Stock Holding History

Premier Path Wealth 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 		$282K Sell
2,416
-165
-6% -$18.8K 0.03% 368
2026
Q1 		$299K Sell
2,581
-97
-4% -$10.9K 0.04% 347
2025
Q4 		$282K Sell
2,678
-815
-23% -$90.2K 0.04% 335
2025
Q3 		$400K Buy
3,493
+24
+0.7% +$2.6K 0.05% 291
2025
Q2 		$361K Buy
3,469
+134
+4% +$14.3K 0.05% 293
2025
Q1 		$363K Buy
3,335
+98
+3% +$10K 0.06% 273
2024
Q4 		$304K Buy
3,237
+386
+14% +$37.4K 0.05% 303
2024
Q3 		$274K Buy
2,851
+26
+0.9% +$2.3K 0.04% 315
2024
Q2 		$222K Buy
+2,825
New +$229K 0.04% 343

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

Premier Path Wealth Partners's WEC Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its WEC Energy (WEC) stake by 6.4% in Q2 2026, selling an estimated $18.8K and leaving 2,416 shares worth $282K. The position accounts for 0.03% of the portfolio, ranked #368.

Premier Path Wealth Partners first reported a position in WEC in Q2 2024 and has held it in 9 quarters since. The position peaked at $400K in Q3 2025. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Premier Path Wealth Partners held 2,416 shares of WEC Energy worth $282K as of Q2 2026.
  • Premier Path Wealth Partners sold 165 WEC Energy shares in Q2 2026, an estimated $18.8K.
  • WEC Energy made up 0.03% of Premier Path Wealth Partners's portfolio in Q2 2026, its #368 holding.
  • Premier Path Wealth Partners first reported a position in WEC Energy in Q2 2024 and has held it in 9 quarters since.
  • Premier Path Wealth Partners's WEC Energy position peaked at $400K in Q3 2025.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.