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Principal Securities’s WEC Energy WEC Stock Holding History

Principal Securities’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 		$4.39M Buy
37,606
+2,233
+6% +$255K 0.05% 318
2026
Q1 		$4.1M Buy
35,373
+3,743
+12% +$421K 0.06% 306
2025
Q4 		$3.34M Buy
31,630
+2,699
+9% +$299K 0.05% 325
2025
Q3 		$3.32M Buy
28,931
+3,308
+13% +$359K 0.05% 313
2025
Q2 		$2.67M Buy
25,623
+2,001
+8% +$213K 0.05% 333
2025
Q1 		$2.22M Hold
23,622
– – 0.05% 326
2024
Q4 		$2.22M Buy
23,622
+689
+3% +$66.8K 0.05% 324
2024
Q3 		$2.21M Buy
22,933
+2,728
+14% +$242K 0.05% 314
2024
Q2 		$1.59M Buy
20,205
+8,276
+69% +$672K 0.04% 356
2024
Q1 		$980K Buy
11,929
+246
+2% +$19.8K 0.03% 457
2023
Q4 		$983K Buy
+11,683
New +$962K 0.04% 418

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

Principal Securities's WEC Position: Q2 2026 in Review

Principal Securities increased its WEC Energy (WEC) stake by 6.3% in Q2 2026, buying an estimated $255K and bringing the position to 37,606 shares worth $4.39M. The position accounts for 0.05% of the portfolio, ranked #318.

Principal Securities first reported a position in WEC in Q4 2023 and has held it in 11 quarters since. 1,407 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Principal Securities held 37,606 shares of WEC Energy worth $4.39M as of Q2 2026.
  • Principal Securities bought 2,233 WEC Energy shares in Q2 2026, an estimated $255K.
  • WEC Energy made up 0.05% of Principal Securities's portfolio in Q2 2026, its #318 holding.
  • Principal Securities first reported a position in WEC Energy in Q4 2023 and has held it in 11 quarters since.
  • 1,407 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.