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Simplicity Wealth’s WEC Energy WEC Stock Holding History

Simplicity Wealth’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 		$552K Buy
4,724
+70
+2% +$7.99K 0.02% 600
2026
Q1 		$539K Buy
4,654
+75
+2% +$8.43K 0.03% 440
2025
Q4 		$483K Sell
4,579
-306
-6% -$33.9K 0.03% 442
2025
Q3 		$560K Sell
4,885
-517
-10% -$56K 0.03% 414
2025
Q2 		$563K Buy
+5,402
New +$575K 0.02% 429
2024
Q3 		– Sell
-7,896
Closed -$620K – 1217
2024
Q2 		$620K Buy
7,896
+165
+2% +$13.4K 0.01% 672
2024
Q1 		$635K Buy
+7,731
New +$622K 0.02% 653

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

Simplicity Wealth's WEC Position: Q2 2026 in Review

Simplicity Wealth increased its WEC Energy (WEC) stake by 1.5% in Q2 2026, buying an estimated $7.99K and bringing the position to 4,724 shares worth $552K. The position accounts for 0.02% of the portfolio, ranked #600.

Simplicity Wealth first reported a position in WEC in Q1 2024 and has held it in 7 quarters since. The position peaked at $635K in Q1 2024. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Simplicity Wealth held 4,724 shares of WEC Energy worth $552K as of Q2 2026.
  • Simplicity Wealth bought 70 WEC Energy shares in Q2 2026, an estimated $7.99K.
  • WEC Energy made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #600 holding.
  • Simplicity Wealth first reported a position in WEC Energy in Q1 2024 and has held it in 7 quarters since.
  • Simplicity Wealth's WEC Energy position peaked at $635K in Q1 2024.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.