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SBI Securities’s WEC Energy WEC Stock Holding History

SBI Securities’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 		$29.2K Buy
250
+65
+35% +$7.42K ﹤0.01% 1392
2026
Q1 		$21.4K Sell
185
-47
-20% -$5.28K ﹤0.01% 1435
2025
Q4 		$24.5K Buy
232
+80
+53% +$8.86K ﹤0.01% 1357
2025
Q3 		$17.4K Buy
152
+4
+3% +$434 ﹤0.01% 1513
2025
Q2 		$15.4K Buy
148
+12
+9% +$1.28K ﹤0.01% 1512
2025
Q1 		$14.8K Hold
136
– – ﹤0.01% 1442
2024
Q4 		$12.8K Buy
+136
New +$13.2K ﹤0.01% 1540

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

SBI Securities's WEC Position: Q2 2026 in Review

SBI Securities increased its WEC Energy (WEC) stake by 35% in Q2 2026, buying an estimated $7.42K and bringing the position to 250 shares worth $29.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1392.

SBI Securities first reported a position in WEC in Q4 2024 and has held it in 7 quarters since. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • SBI Securities held 250 shares of WEC Energy worth $29.2K as of Q2 2026.
  • SBI Securities bought 65 WEC Energy shares in Q2 2026, an estimated $7.42K.
  • WEC Energy made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #1392 holding.
  • SBI Securities first reported a position in WEC Energy in Q4 2024 and has held it in 7 quarters since.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.