Raymond James Financial
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Raymond James Financial’s WEC Energy WEC Stock Holding History

Raymond James Financial’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 		$302M Buy
2,585,441
+105,779
+4% +$12.1M 0.08% 207
2026
Q1 		$287M Buy
2,479,662
+423,588
+21% +$47.6M 0.09% 205
2025
Q4 		$217M Buy
2,056,074
+245,288
+14% +$27.2M 0.07% 254
2025
Q3 		$207M Sell
1,810,786
-17,174
-0.9% -$1.86M 0.07% 264
2025
Q2 		$190M Sell
1,827,960
-134,330
-7% -$14.3M 0.07% 269
2025
Q1 		$214M Sell
1,962,290
-46,202
-2% -$4.72M 0.08% 229
2024
Q4 		$189M Buy
+2,008,492
New +$195M 0.07% 254

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 $3.38T AUM 44.17% 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

Raymond James Financial's WEC Position: Q2 2026 in Review

Raymond James Financial increased its WEC Energy (WEC) stake by 4.3% in Q2 2026, buying an estimated $12.1M and bringing the position to 2,585,441 shares worth $302M. The position accounts for 0.08% of the portfolio, ranked #207.

Raymond James Financial first reported a position in WEC in Q4 2024 and has held it in 7 quarters since. 1,412 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Raymond James Financial held 2,585,441 shares of WEC Energy worth $302M as of Q2 2026.
  • Raymond James Financial bought 105,779 WEC Energy shares in Q2 2026, an estimated $12.1M.
  • WEC Energy made up 0.08% of Raymond James Financial's portfolio in Q2 2026, its #207 holding.
  • Raymond James Financial first reported a position in WEC Energy in Q4 2024 and has held it in 7 quarters since.
  • 1,412 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.