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Sagespring Wealth Partners’s WEC Energy WEC Stock Holding History

Sagespring 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 		$802K Buy
6,868
+455
+7% +$51.9K 0.01% 399
2026
Q1 		$742K Buy
6,413
+608
+10% +$68.3K 0.01% 399
2025
Q4 		$612K Sell
5,805
-115
-2% -$12.7K 0.01% 425
2025
Q3 		$678K Buy
5,920
+901
+18% +$97.7K 0.01% 387
2025
Q2 		$523K Buy
5,019
+1,026
+26% +$109K 0.01% 431
2025
Q1 		$435K Buy
3,993
+964
+32% +$98.5K 0.01% 423
2024
Q4 		$285K Buy
+3,029
New +$294K 0.01% 486

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

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

Sagespring Wealth Partners increased its WEC Energy (WEC) stake by 7.1% in Q2 2026, buying an estimated $51.9K and bringing the position to 6,868 shares worth $802K. The position accounts for 0.01% of the portfolio, ranked #399.

Sagespring Wealth Partners first reported a position in WEC in Q4 2024 and has held it in 7 quarters since. 1,410 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Sagespring Wealth Partners held 6,868 shares of WEC Energy worth $802K as of Q2 2026.
  • Sagespring Wealth Partners bought 455 WEC Energy shares in Q2 2026, an estimated $51.9K.
  • WEC Energy made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #399 holding.
  • Sagespring Wealth Partners first reported a position in WEC Energy in Q4 2024 and has held it in 7 quarters since.
  • 1,410 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.