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Richardson Financial Services’s WEC Energy WEC Stock Holding History

Richardson Financial Services’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 		$191K Sell
1,636
-40
-2% -$4.56K 0.11% 170
2026
Q1 		$194K Sell
1,676
-50
-3% -$5.62K 0.12% 157
2025
Q4 		$182K Sell
1,726
-47
-3% -$5.2K 0.06% 162
2025
Q3 		$203K Sell
1,773
-33
-2% -$3.58K 0.13% 146
2025
Q2 		$189K Sell
1,806
-17
-0.9% -$1.81K 0.13% 152
2025
Q1 		$199K Buy
1,823
+150
+9% +$15.3K 0.15% 141
2024
Q4 		$158K Sell
1,673
-70
-4% -$6.79K 0.11% 161
2024
Q3 		$137K Hold
1,743
– – 0.09% 182
2024
Q2 		$137K Buy
1,743
+206
+13% +$16.7K 0.1% 170
2024
Q1 		$126K Buy
1,537
+360
+31% +$29K 0.09% 180
2023
Q4 		$99.1K Buy
+1,177
New +$96.9K 0.09% 177

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

Richardson Financial Services's WEC Position: Q2 2026 in Review

Richardson Financial Services reduced its WEC Energy (WEC) stake by 2.4% in Q2 2026, selling an estimated $4.56K and leaving 1,636 shares worth $191K. The position accounts for 0.11% of the portfolio, ranked #170.

Richardson Financial Services first reported a position in WEC in Q4 2023 and has held it in 11 quarters since. The position peaked at $203K in Q3 2025. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Richardson Financial Services held 1,636 shares of WEC Energy worth $191K as of Q2 2026.
  • Richardson Financial Services sold 40 WEC Energy shares in Q2 2026, an estimated $4.56K.
  • WEC Energy made up 0.11% of Richardson Financial Services's portfolio in Q2 2026, its #170 holding.
  • Richardson Financial Services first reported a position in WEC Energy in Q4 2023 and has held it in 11 quarters since.
  • Richardson Financial Services's WEC Energy position peaked at $203K in Q3 2025.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.