PWAM
WEC icon

Private Wealth Asset Management’s WEC Energy WEC Stock Holding History

Private Wealth Asset Management’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 		$3.97K Hold
34
– – ﹤0.01% 805
2026
Q1 		$3.94K Hold
34
– – ﹤0.01% 800
2025
Q4 		$3.59K Hold
34
– – ﹤0.01% 791
2025
Q3 		$3.9K Hold
34
– – ﹤0.01% 770
2025
Q2 		$3.54K Hold
34
– – ﹤0.01% 788
2025
Q1 		$3.71K Buy
+34
New +$3.47K ﹤0.01% 757

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

Private Wealth Asset Management's WEC Position: Q2 2026 in Review

Private Wealth Asset Management held its WEC Energy (WEC) position steady in Q2 2026 at 34 shares worth $3.97K. The position accounts for ﹤0.01% of the portfolio, ranked #805.

Private Wealth Asset Management first reported a position in WEC in Q1 2025 and has held it in 6 quarters since. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Private Wealth Asset Management held 34 shares of WEC Energy worth $3.97K as of Q2 2026.
  • Private Wealth Asset Management left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #805 holding.
  • Private Wealth Asset Management first reported a position in WEC Energy in Q1 2025 and has held it in 6 quarters since.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.