Q1WB
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Quest 10 Wealth Builders’s WEC Energy WEC Stock Holding History

Quest 10 Wealth Builders’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 		$30.4K Buy
260
+8
+3% +$913 0.02% 280
2026
Q1 		$29.2K Buy
252
+22
+10% +$2.47K 0.03% 282
2025
Q4 		$24.3K Buy
230
+225
+4,500% +$24.9K 0.02% 292
2025
Q3 		$573 Hold
5
– – ﹤0.01% 752
2025
Q2 		$521 Sell
5
-3
-38% -$319 ﹤0.01% 668
2025
Q1 		$872 Buy
8
+3
+60% +$306 ﹤0.01% 617
2024
Q4 		$470 Buy
+5
New +$485 ﹤0.01% 675

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

Quest 10 Wealth Builders's WEC Position: Q2 2026 in Review

Quest 10 Wealth Builders increased its WEC Energy (WEC) stake by 3.2% in Q2 2026, buying an estimated $913 and bringing the position to 260 shares worth $30.4K. The position accounts for 0.02% of the portfolio, ranked #280.

Quest 10 Wealth Builders first reported a position in WEC in Q4 2024 and has held it in 7 quarters since. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Quest 10 Wealth Builders held 260 shares of WEC Energy worth $30.4K as of Q2 2026.
  • Quest 10 Wealth Builders bought 8 WEC Energy shares in Q2 2026, an estimated $913.
  • WEC Energy made up 0.02% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #280 holding.
  • Quest 10 Wealth Builders first reported a position in WEC Energy in Q4 2024 and has held it in 7 quarters since.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.