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Prestige Wealth Management Group’s WEC Energy WEC Stock Holding History

Prestige Wealth Management 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 		$114K Hold
976
– – 0.02% 207
2026
Q1 		$113K Hold
976
– – 0.02% 198
2025
Q4 		$103K Sell
976
-1
-0.1% -$111 0.02% 197
2025
Q3 		$112K Buy
977
+2
+0.2% +$217 0.02% 205
2025
Q2 		$102K Buy
975
+2
+0.2% +$213 0.02% 206
2025
Q1 		$106K Buy
973
+361
+59% +$36.9K 0.02% 195
2024
Q4 		$57.6K Hold
612
– – 0.01% 244
2024
Q3 		$58.9K Buy
612
+5
+0.8% +$443 0.01% 238
2024
Q2 		$47.6K Sell
607
-41
-6% -$3.33K 0.01% 228
2024
Q1 		$53.2K Sell
648
-119
-16% -$9.57K 0.01% 251
2023
Q4 		$64.6K Sell
767
-635
-45% -$52.3K 0.01% 224
2023
Q3 		$113K Sell
1,402
-20
-1% -$1.74K 0.03% 176
2023
Q2 		$126K Buy
1,422
+641
+82% +$59.2K 0.03% 184
2023
Q1 		$74K Sell
781
-22
-3% -$2.04K 0.02% 211
2022
Q4 		$75.3K Buy
803
+27
+3% +$2.5K 0.02% 219
2022
Q3 		$70K Hold
776
– – 0.02% 200
2022
Q2 		$79K Hold
776
– – 0.02% 200
2022
Q1 		$77K Sell
776
-44
-5% -$4.16K 0.02% 210
2021
Q4 		$80K Buy
820
+118
+17% +$10.8K 0.02% 222
2021
Q3 		$62K Hold
702
– – 0.02% 235
2021
Q2 		$63K Sell
702
-1
-0.1% -$94 0.02% 227
2021
Q1 		$66K Sell
703
-41
-6% -$3.57K 0.02% 221
2020
Q4 		$69K Sell
744
-227
-23% -$22.1K 0.02% 216
2020
Q3 		$94K Sell
971
-168
-15% -$15.7K 0.03% 185
2020
Q2 		$100K Buy
1,139
+245
+27% +$22.1K 0.04% 150
2020
Q1 		$79K Buy
894
+285
+47% +$27.4K 0.03% 137
2019
Q4 		$56K Hold
609
– – 0.03% 196
2019
Q3 		$58K Buy
609
+42
+7% +$3.78K 0.03% 189
2019
Q2 		$47K Hold
567
– – 0.03% 201
2019
Q1 		$45K Sell
567
-20
-3% -$1.48K 0.03% 192
2018
Q4 		$41K Buy
+587
New +$41.2K 0.03% 208

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

Prestige Wealth Management Group's WEC Position: Q2 2026 in Review

Prestige Wealth Management Group held its WEC Energy (WEC) position steady in Q2 2026 at 976 shares worth $114K. The position accounts for 0.02% of the portfolio, ranked #207.

Prestige Wealth Management Group first reported a position in WEC in Q4 2018 and has held it in 31 quarters since. The position peaked at $126K in Q2 2023. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Prestige Wealth Management Group held 976 shares of WEC Energy worth $114K as of Q2 2026.
  • Prestige Wealth Management Group left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up 0.02% of Prestige Wealth Management Group's portfolio in Q2 2026, its #207 holding.
  • Prestige Wealth Management Group first reported a position in WEC Energy in Q4 2018 and has held it in 31 quarters since.
  • Prestige Wealth Management Group's WEC Energy position peaked at $126K in Q2 2023.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.