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Root Financial Partners’s WEC Energy WEC Stock Holding History

Root Financial Partners’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 		– Sell
-882
Closed -$102K – 3155
2026
Q1 		$102K Buy
882
+269
+44% +$30.2K ﹤0.01% 553
2025
Q4 		$64.6K Sell
613
-118
-16% -$13.1K ﹤0.01% 620
2025
Q3 		$83.7K Buy
+731
New +$79.2K 0.01% 500

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

Root Financial Partners's WEC Position: Q2 2026 in Review

Root Financial Partners sold out of WEC Energy (WEC) in Q2 2026, closing a stake of 882 shares — an estimated $102K sold.

Root Financial Partners first reported a position in WEC in Q3 2025 and held it in 3 quarters. The position peaked at $102K in Q1 2026. 1,407 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Root Financial Partners reported no remaining WEC Energy position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 882 WEC Energy shares in Q2 2026, an estimated $102K.
  • Root Financial Partners first reported a position in WEC Energy in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's WEC Energy position peaked at $102K in Q1 2026.
  • 1,407 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.