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Prosperity Consulting Group’s WEC Energy WEC Stock Holding History

Prosperity Consulting 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 		$3.12M Sell
26,680
-152
-0.6% -$17.3K 0.12% 132
2026
Q1 		$3.11M Sell
26,832
-1,314
-5% -$148K 0.14% 117
2025
Q4 		$2.97M Sell
28,146
-102
-0.4% -$11.3K 0.13% 117
2025
Q3 		$3.24M Sell
28,248
-2,164
-7% -$235K 0.16% 109
2025
Q2 		$3.17M Sell
30,412
-1,309
-4% -$139K 0.23% 102
2025
Q1 		$3.46M Sell
31,721
-1,442
-4% -$147K 0.27% 87
2024
Q4 		$3.12M Sell
33,163
-1,700
-5% -$165K 0.23% 97
2024
Q3 		$3.35M Sell
34,863
-785
-2% -$69.6K 0.26% 90
2024
Q2 		$2.8M Sell
35,648
-16,471
-32% -$1.34M 0.38% 67
2024
Q1 		$4.28M Buy
+52,119
New +$4.19M 0.54% 49

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

Prosperity Consulting Group's WEC Position: Q2 2026 in Review

Prosperity Consulting Group reduced its WEC Energy (WEC) stake by 0.57% in Q2 2026, selling an estimated $17.3K and leaving 26,680 shares worth $3.12M. The position accounts for 0.12% of the portfolio, ranked #132.

Prosperity Consulting Group first reported a position in WEC in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.28M in Q1 2024. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Prosperity Consulting Group held 26,680 shares of WEC Energy worth $3.12M as of Q2 2026.
  • Prosperity Consulting Group sold 152 WEC Energy shares in Q2 2026, an estimated $17.3K.
  • WEC Energy made up 0.12% of Prosperity Consulting Group's portfolio in Q2 2026, its #132 holding.
  • Prosperity Consulting Group first reported a position in WEC Energy in Q1 2024 and has held it in 10 quarters since.
  • Prosperity Consulting Group's WEC Energy position peaked at $4.28M in Q1 2024.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.