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Principle Wealth Partners’s WEC Energy WEC Stock Holding History

Principle 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 		$338K Hold
2,895
– – 0.02% 308
2026
Q1 		$335K Hold
2,895
– – 0.02% 300
2025
Q4 		$305K Hold
2,895
– – 0.02% 314
2025
Q3 		$332K Hold
2,895
– – 0.02% 292
2025
Q2 		$302K Buy
2,895
+125
+5% +$13.3K 0.02% 305
2025
Q1 		$302K Hold
2,770
– – 0.02% 288
2024
Q4 		$260K Hold
2,770
– – 0.02% 300
2024
Q3 		$266K Hold
2,770
– – 0.02% 299
2024
Q2 		$217K Hold
2,770
– – 0.02% 312
2024
Q1 		$227K Hold
2,770
– – 0.02% 320
2023
Q4 		$233K Hold
2,770
– – 0.02% 308
2023
Q3 		$223K Hold
2,770
– – 0.02% 297
2023
Q2 		$244K Hold
2,770
– – 0.02% 291
2023
Q1 		$263K Hold
2,770
– – 0.03% 273
2022
Q4 		$260K Hold
2,770
– – 0.03% 274
2022
Q3 		$248 Buy
2,770
+188
+7% +$19.2K 0.02% 255
2022
Q2 		$260K Sell
2,582
-47
-2% -$4.76K 0.03% 267
2022
Q1 		$262K Sell
2,629
-52
-2% -$4.91K 0.03% 280
2021
Q4 		$260K Hold
2,681
– – 0.03% 279
2021
Q3 		$236K Sell
2,681
-55
-2% -$5.16K 0.03% 285
2021
Q2 		$243K Sell
2,736
-54
-2% -$5.09K 0.03% 286
2021
Q1 		$261K Sell
2,790
-10
-0.4% -$872 0.03% 254
2020
Q4 		$258K Buy
2,800
+600
+27% +$58.4K 0.03% 240
2020
Q3 		$213K Hold
2,200
– – 0.06% 141
2020
Q2 		$193K Buy
+2,200
New +$198K 0.06% 152
2020
Q1 		– Sell
-2,200
Closed -$203K – 172
2019
Q4 		$203K Hold
2,200
– – 0.06% 158
2019
Q3 		$209K Buy
+2,200
New +$198K 0.07% 157

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

Principle Wealth Partners's WEC Position: Q2 2026 in Review

Principle Wealth Partners held its WEC Energy (WEC) position steady in Q2 2026 at 2,895 shares worth $338K. The position accounts for 0.02% of the portfolio, ranked #308.

Principle Wealth Partners first reported a position in WEC in Q3 2019 and has held it in 27 quarters since. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Principle Wealth Partners held 2,895 shares of WEC Energy worth $338K as of Q2 2026.
  • Principle Wealth Partners left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up 0.02% of Principle Wealth Partners's portfolio in Q2 2026, its #308 holding.
  • Principle Wealth Partners first reported a position in WEC Energy in Q3 2019 and has held it in 27 quarters since.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

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