Shakespeare Wealth Management’s WEC Energy WEC Stock Holding History

Shakespeare Wealth Management’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	$3.02M	Buy	25,877 +525	+2%	+$59.9K	0.8%	12
2026 Q1	$2.94M	Sell	25,352 -247	-1%	-$27.8K	0.7%	18
2025 Q4	$2.7M	Sell	25,599 -8	-0%	-$886	0.6%	20
2025 Q3	$2.93M	Buy	25,607 +223	+0.9%	+$24.2K	0.67%	18
2025 Q2	$2.65M	Hold	25,384	–	–	0.71%	18
2025 Q1	$2.77M	Sell	25,384 -168	-0.7%	-$17.2K	0.74%	18
2024 Q4	$2.4M	Sell	25,552 -173	-0.7%	-$16.8K	0.65%	20
2024 Q3	$2.47M	Buy	25,725 +380	+1%	+$33.7K	0.65%	20
2024 Q2	$1.99M	Buy	25,345 +76	+0.3%	+$6.17K	0.57%	22
2024 Q1	$2.08M	Sell	25,269 -317	-1%	-$25.5K	0.6%	22
2023 Q4	$2.15M	Hold	25,586	–	–	0.67%	22
2023 Q3	$2.06M	Buy	25,586 +522	+2%	+$45.4K	0.72%	21
2023 Q2	$2.21M	Buy	25,064 +200	+0.8%	+$18.5K	0.76%	20
2023 Q1	$2.36M	Hold	24,864	–	–	0.84%	20
2022 Q4	$2.33M	Hold	24,864	–	–	0.86%	20
2022 Q3	$2.22M	Hold	24,864	–	–	0.94%	17
2022 Q2	$2.47M	Hold	24,864	–	–	1%	20
2022 Q1	$2.5M	Hold	24,864	–	–	0.9%	20
2021 Q4	$2.41M	Hold	24,864	–	–	0.86%	20
2021 Q3	$2.18M	Hold	24,864	–	–	0.84%	20
2021 Q2	$2.4M	Buy	24,864 +14,988	+152%	+$1.41M	0.92%	20
2021 Q1	$924K	Hold	9,876	–	–	0.38%	34
2020 Q4	$909K	Sell	9,876 -731	-7%	-$71.1K	0.4%	34
2020 Q3	$1.03M	Sell	10,607 -1,295	-11%	-$121K	0.54%	32
2020 Q2	$1.04M	Buy	+11,902	New	+$1.07M	0.61%	30

Other funds holding WEC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Shakespeare Wealth Management's WEC Position: Q2 2026 in Review

Shakespeare Wealth Management increased its WEC Energy (WEC) stake by 2.1% in Q2 2026, buying an estimated $59.9K and bringing the position to 25,877 shares worth $3.02M. The position accounts for 0.8% of the portfolio, ranked #12.

Shakespeare Wealth Management first reported a position in WEC in Q2 2020 and has held it in 25 quarters since. 1,404 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Shakespeare Wealth Management held 25,877 shares of WEC Energy worth $3.02M as of Q2 2026.
Shakespeare Wealth Management bought 525 WEC Energy shares in Q2 2026, an estimated $59.9K.
WEC Energy made up 0.8% of Shakespeare Wealth Management's portfolio in Q2 2026, its #12 holding.
Shakespeare Wealth Management first reported a position in WEC Energy in Q2 2020 and has held it in 25 quarters since.
1,404 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Shakespeare Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.