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RDA Financial Network’s WEC Energy WEC Stock Holding History

RDA Financial Network’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 		$413K Buy
3,540
+1,414
+67% +$161K 0.09% 187
2026
Q1 		$246K Sell
2,126
-76
-3% -$8.54K 0.06% 234
2025
Q4 		$232K Buy
2,202
+175
+9% +$19.4K 0.06% 239
2025
Q3 		$232K Sell
2,027
-262
-11% -$28.4K 0.06% 239
2025
Q2 		$238K Sell
2,289
-71
-3% -$7.55K 0.06% 228
2025
Q1 		$257K Buy
2,360
+56
+2% +$5.72K 0.08% 211
2024
Q4 		$217K Buy
2,304
+22
+1% +$2.13K 0.06% 227
2024
Q3 		$219K Buy
+2,282
New +$202K 0.07% 218

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

RDA Financial Network's WEC Position: Q2 2026 in Review

RDA Financial Network increased its WEC Energy (WEC) stake by 67% in Q2 2026, buying an estimated $161K and bringing the position to 3,540 shares worth $413K. The position accounts for 0.09% of the portfolio, ranked #187.

RDA Financial Network first reported a position in WEC in Q3 2024 and has held it in 8 quarters since. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • RDA Financial Network held 3,540 shares of WEC Energy worth $413K as of Q2 2026.
  • RDA Financial Network bought 1,414 WEC Energy shares in Q2 2026, an estimated $161K.
  • WEC Energy made up 0.09% of RDA Financial Network's portfolio in Q2 2026, its #187 holding.
  • RDA Financial Network first reported a position in WEC Energy in Q3 2024 and has held it in 8 quarters since.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.