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RiverFront Investment Group’s WEC Energy WEC Stock Holding History

RiverFront Investment Group’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 		$236K Buy
2,025
+223
+12% +$25.4K ﹤0.01% 399
2026
Q1 		$209K Buy
+1,802
New +$202K ﹤0.01% 372

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

RiverFront Investment Group's WEC Position: Q2 2026 in Review

RiverFront Investment Group increased its WEC Energy (WEC) stake by 12% in Q2 2026, buying an estimated $25.4K and bringing the position to 2,025 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #399.

RiverFront Investment Group first reported a position in WEC in Q1 2026 and has held it in 2 quarters since. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • RiverFront Investment Group held 2,025 shares of WEC Energy worth $236K as of Q2 2026.
  • RiverFront Investment Group bought 223 WEC Energy shares in Q2 2026, an estimated $25.4K.
  • WEC Energy made up ﹤0.01% of RiverFront Investment Group's portfolio in Q2 2026, its #399 holding.
  • RiverFront Investment Group first reported a position in WEC Energy in Q1 2026 and has held it in 2 quarters since.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on RiverFront Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.