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Revisor Wealth Management’s WEC Energy WEC Stock Holding History

Revisor Wealth Management’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 		$898K Sell
7,689
-50
-0.6% -$5.71K 0.22% 120
2026
Q1 		$896K Buy
7,739
+67
+0.9% +$7.53K 0.25% 105
2025
Q4 		$824K Buy
7,672
+3,614
+89% +$400K 0.22% 109
2025
Q3 		$462K Buy
4,058
+235
+6% +$25.5K 0.16% 136
2025
Q2 		$404K Buy
+3,823
New +$407K 0.15% 165

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

Revisor Wealth Management's WEC Position: Q2 2026 in Review

Revisor Wealth Management reduced its WEC Energy (WEC) stake by 0.65% in Q2 2026, selling an estimated $5.71K and leaving 7,689 shares worth $898K. The position accounts for 0.22% of the portfolio, ranked #120.

Revisor Wealth Management first reported a position in WEC in Q2 2025 and has held it in 5 quarters since. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Revisor Wealth Management held 7,689 shares of WEC Energy worth $898K as of Q2 2026.
  • Revisor Wealth Management sold 50 WEC Energy shares in Q2 2026, an estimated $5.71K.
  • WEC Energy made up 0.22% of Revisor Wealth Management's portfolio in Q2 2026, its #120 holding.
  • Revisor Wealth Management first reported a position in WEC Energy in Q2 2025 and has held it in 5 quarters since.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Revisor Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.