Proficio Capital Partners’s WEC Energy WEC Stock Holding History

Proficio Capital 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	$310K	Buy	+2,654	New	+$303K	0.01%	484
2019 Q3	–	Sell	-242	Closed	-$20K	–	1534
2019 Q2	$20K	Buy	242 +161	+199%	+$12.9K	0.01%	693
2019 Q1	$6K	Hold	81	–	–	﹤0.01%	1074
2018 Q4	$6K	Hold	81	–	–	﹤0.01%	844
2018 Q3	$5K	Buy	81 +13	+19%	+$866	﹤0.01%	965
2018 Q2	$4K	Hold	68	–	–	﹤0.01%	1043
2018 Q1	$4K	Buy	68 +16	+31%	+$993	﹤0.01%	1044
2017 Q4	$3K	Sell	52 -2	-4%	-$134	﹤0.01%	1084
2017 Q3	$3K	Sell	54 -7	-11%	-$447	﹤0.01%	1051
2017 Q2	$4K	Sell	61 -9	-13%	-$556	﹤0.01%	1014
2017 Q1	$4K	Buy	70 +20	+40%	+$1.18K	﹤0.01%	1042
2016 Q4	$3K	Buy	+50	New	+$2.87K	﹤0.01%	859
2016 Q2	–	Sell	-55	Closed	-$3K	–	1182
2016 Q1	$3K	Hold	55	–	–	﹤0.01%	679
2015 Q4	$3K	Buy	+55	New	+$2.81K	﹤0.01%	594

Other funds holding WEC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Proficio Capital Partners's WEC Position: Q2 2026 in Review

Proficio Capital Partners opened a new position in WEC Energy (WEC) in Q2 2026: 2,654 shares worth $310K. The stake represents 0.01% of the portfolio and ranks #484 among its holdings. This is a return to the name: Proficio Capital Partners previously reported a position in WEC as recently as Q2 2019.

Proficio Capital Partners first reported a position in WEC in Q4 2015 and has held it in 14 quarters since. 1,410 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Proficio Capital Partners held 2,654 shares of WEC Energy worth $310K as of Q2 2026.
WEC Energy was a new Proficio Capital Partners position in Q2 2026.
WEC Energy made up 0.01% of Proficio Capital Partners's portfolio in Q2 2026, its #484 holding.
Proficio Capital Partners first reported a position in WEC Energy in Q4 2015 and has held it in 14 quarters since.
1,410 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.