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RWA Wealth Partners’s WEC Energy WEC Stock Holding History

RWA Wealth 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 		$767K Buy
6,569
+967
+17% +$110K 0.01% 398
2026
Q1 		$649K Sell
5,602
-461
-8% -$51.8K 0.01% 411
2025
Q4 		$639K Hold
6,063
– – 0.01% 400
2025
Q3 		$695K Buy
6,063
+3,385
+126% +$367K 0.01% 392
2025
Q2 		$279K Buy
2,678
+266
+11% +$28.3K ﹤0.01% 522
2025
Q1 		$263K Sell
2,412
-254
-10% -$25.9K ﹤0.01% 498
2024
Q4 		$251K Sell
2,666
-242
-8% -$23.5K ﹤0.01% 508
2024
Q3 		$280K Buy
2,908
+27
+0.9% +$2.39K ﹤0.01% 490
2024
Q2 		$226K Sell
2,881
-424
-13% -$34.4K ﹤0.01% 509
2024
Q1 		$271K Sell
3,305
-169
-5% -$13.6K ﹤0.01% 472
2023
Q4 		$292K Buy
+3,474
New +$286K ﹤0.01% 441
2018
Q3 		– Sell
-418
Closed -$27K – 694
2018
Q2 		$27K Hold
418
– – ﹤0.01% 502
2018
Q1 		$26K Buy
+418
New +$25.9K ﹤0.01% 391

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

RWA Wealth Partners's WEC Position: Q2 2026 in Review

RWA Wealth Partners increased its WEC Energy (WEC) stake by 17% in Q2 2026, buying an estimated $110K and bringing the position to 6,569 shares worth $767K. The position accounts for 0.01% of the portfolio, ranked #398.

RWA Wealth Partners first reported a position in WEC in Q1 2018 and has held it in 13 quarters since. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • RWA Wealth Partners held 6,569 shares of WEC Energy worth $767K as of Q2 2026.
  • RWA Wealth Partners bought 967 WEC Energy shares in Q2 2026, an estimated $110K.
  • WEC Energy made up 0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #398 holding.
  • RWA Wealth Partners first reported a position in WEC Energy in Q1 2018 and has held it in 13 quarters since.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.