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Smartleaf Asset Management’s WEC Energy WEC Stock Holding History

Smartleaf Asset 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 		$435K Hold
3,669
– – 0.01% 588
2026
Q1 		$423K Buy
3,669
+477
+15% +$53.6K 0.02% 570
2025
Q4 		$339K Buy
3,192
+316
+11% +$35K 0.01% 617
2025
Q3 		$329K Buy
2,876
+1,079
+60% +$117K 0.02% 575
2025
Q2 		$185K Sell
1,797
-128
-7% -$13.6K 0.02% 602
2025
Q1 		$207K Sell
1,925
-95
-5% -$9.7K 0.02% 557
2024
Q4 		$190K Buy
2,020
+352
+21% +$34.1K 0.02% 560
2024
Q3 		$159K Buy
1,668
+351
+27% +$31.1K 0.02% 567
2024
Q2 		$103K Sell
1,317
-1,226
-48% -$99.6K 0.02% 568
2024
Q1 		$206K Buy
2,543
+352
+16% +$28.3K 0.04% 349
2023
Q4 		$184K Buy
+2,191
New +$180K 0.05% 328

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

Smartleaf Asset Management's WEC Position: Q2 2026 in Review

Smartleaf Asset Management held its WEC Energy (WEC) position steady in Q2 2026 at 3,669 shares worth $435K. The position accounts for 0.01% of the portfolio, ranked #588.

Smartleaf Asset Management first reported a position in WEC in Q4 2023 and has held it in 11 quarters since. 1,410 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Smartleaf Asset Management held 3,669 shares of WEC Energy worth $435K as of Q2 2026.
  • Smartleaf Asset Management left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up 0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #588 holding.
  • Smartleaf Asset Management first reported a position in WEC Energy in Q4 2023 and has held it in 11 quarters since.
  • 1,410 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.