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Retirement Wealth Solutions’s WEC Energy WEC Stock Holding History

Retirement Wealth Solutions’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 		$4.46K Sell
38
-2
-5% -$228 ﹤0.01% 364
2026
Q1 		$4.61K Hold
40
– – ﹤0.01% 334
2025
Q4 		$4.17K Sell
40
-4
-9% -$443 ﹤0.01% 337
2025
Q3 		$5.06K Hold
44
– – ﹤0.01% 304
2025
Q2 		$4.57K Buy
44
+1
+2% +$106 ﹤0.01% 312
2025
Q1 		$4.74K Hold
43
– – ﹤0.01% 289
2024
Q4 		$4.03K Buy
+43
New +$4.17K ﹤0.01% 314

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

Retirement Wealth Solutions's WEC Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its WEC Energy (WEC) stake by 5% in Q2 2026, selling an estimated $228 and leaving 38 shares worth $4.46K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

Retirement Wealth Solutions first reported a position in WEC in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.06K in Q3 2025. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Retirement Wealth Solutions held 38 shares of WEC Energy worth $4.46K as of Q2 2026.
  • Retirement Wealth Solutions sold 2 WEC Energy shares in Q2 2026, an estimated $228.
  • WEC Energy made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #364 holding.
  • Retirement Wealth Solutions first reported a position in WEC Energy in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's WEC Energy position peaked at $5.06K in Q3 2025.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.