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Richmond Investment Services’s WEC Energy WEC Stock Holding History

Richmond Investment 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 		$745K Sell
6,382
-7,921
-55% -$904K 0.24% 56
2026
Q1 		$1.66M Buy
14,303
+1,036
+8% +$116K 0.27% 64
2025
Q4 		$1.4M Buy
13,267
+1,593
+14% +$176K 0.24% 63
2025
Q3 		$1.34M Sell
11,674
-99
-0.8% -$10.7K 0.25% 60
2025
Q2 		$1.23M Buy
11,773
+5,666
+93% +$603K 0.26% 62
2025
Q1 		$666K Buy
6,107
+5
+0.1% +$511 0.36% 48
2024
Q4 		$574K Buy
+6,102
New +$592K 0.32% 53

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

Richmond Investment Services's WEC Position: Q2 2026 in Review

Richmond Investment Services reduced its WEC Energy (WEC) stake by 55% in Q2 2026, selling an estimated $904K and leaving 6,382 shares worth $745K. The position accounts for 0.24% of the portfolio, ranked #56.

Richmond Investment Services first reported a position in WEC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.66M in Q1 2026. 1,407 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Richmond Investment Services held 6,382 shares of WEC Energy worth $745K as of Q2 2026.
  • Richmond Investment Services sold 7,921 WEC Energy shares in Q2 2026, an estimated $904K.
  • WEC Energy made up 0.24% of Richmond Investment Services's portfolio in Q2 2026, its #56 holding.
  • Richmond Investment Services first reported a position in WEC Energy in Q4 2024 and has held it in 7 quarters since.
  • Richmond Investment Services's WEC Energy position peaked at $1.66M in Q1 2026.
  • 1,407 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.