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Rossby Financial’s WEC Energy WEC Stock Holding History

Rossby Financial’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 		$96.5K Sell
826
-58
-7% -$6.62K 0.02% 543
2026
Q1 		$103K Buy
884
+11
+1% +$1.24K 0.02% 532
2025
Q4 		$92.1K Buy
873
+12
+1% +$1.33K 0.03% 421
2025
Q3 		$97.3K Sell
861
-16
-2% -$1.73K 0.03% 403
2025
Q2 		$91.4K Sell
877
-317
-27% -$33.7K 0.03% 381
2025
Q1 		$129K Buy
+1,194
New +$122K 0.05% 303

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

Rossby Financial's WEC Position: Q2 2026 in Review

Rossby Financial reduced its WEC Energy (WEC) stake by 6.6% in Q2 2026, selling an estimated $6.62K and leaving 826 shares worth $96.5K. The position accounts for 0.02% of the portfolio, ranked #543.

Rossby Financial first reported a position in WEC in Q1 2025 and has held it in 6 quarters since. The position peaked at $129K in Q1 2025. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Rossby Financial held 826 shares of WEC Energy worth $96.5K as of Q2 2026.
  • Rossby Financial sold 58 WEC Energy shares in Q2 2026, an estimated $6.62K.
  • WEC Energy made up 0.02% of Rossby Financial's portfolio in Q2 2026, its #543 holding.
  • Rossby Financial first reported a position in WEC Energy in Q1 2025 and has held it in 6 quarters since.
  • Rossby Financial's WEC Energy position peaked at $129K in Q1 2025.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.