SWM
WEC icon

SHP Wealth Management’s WEC Energy WEC Stock Holding History

SHP 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 		$25.9K Buy
222
+26
+13% +$2.97K ﹤0.01% 726
2026
Q1 		$22.7K Buy
196
+27
+16% +$3.03K ﹤0.01% 694
2025
Q4 		$17.8K Buy
+169
New +$18.7K ﹤0.01% 706

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management increased its WEC Energy (WEC) stake by 13% in Q2 2026, buying an estimated $2.97K and bringing the position to 222 shares worth $25.9K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

SHP Wealth Management first reported a position in WEC in Q4 2025 and has held it in 3 quarters since. 1,412 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • SHP Wealth Management held 222 shares of WEC Energy worth $25.9K as of Q2 2026.
  • SHP Wealth Management bought 26 WEC Energy shares in Q2 2026, an estimated $2.97K.
  • WEC Energy made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #726 holding.
  • SHP Wealth Management first reported a position in WEC Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,412 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.