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Sowell Financial Services’s WEC Energy WEC Stock Holding History

Sowell Financial Services’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 		$273K Sell
2,337
-123
-5% -$14K 0.01% 917
2026
Q1 		$285K Sell
2,460
-1,201
-33% -$135K 0.01% 848
2025
Q4 		$386K Buy
3,661
+266
+8% +$29.5K 0.01% 731
2025
Q3 		$389K Buy
3,395
+591
+21% +$64.1K 0.01% 722
2025
Q2 		$292K Sell
2,804
-174
-6% -$18.5K 0.01% 800
2025
Q1 		$325K Buy
+2,978
New +$304K 0.01% 729
2021
Q2 		– Sell
-919
Closed -$90K – 2721
2021
Q1 		$90K Sell
919
-63
-6% -$5.49K ﹤0.01% 1412
2020
Q4 		$90K Buy
982
+18
+2% +$1.75K ﹤0.01% 1194
2020
Q3 		$93K Sell
964
-4,132
-81% -$385K ﹤0.01% 994
2020
Q2 		$447K Sell
5,096
-538
-10% -$48.5K 0.02% 488
2020
Q1 		$497K Buy
5,634
+425
+8% +$40.9K 0.04% 401
2019
Q4 		$480K Buy
5,209
+2,440
+88% +$222K 0.04% 463
2019
Q3 		$263K Buy
+2,769
New +$249K 0.02% 570

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

Sowell Financial Services's WEC Position: Q2 2026 in Review

Sowell Financial Services reduced its WEC Energy (WEC) stake by 5% in Q2 2026, selling an estimated $14K and leaving 2,337 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #917.

Sowell Financial Services first reported a position in WEC in Q3 2019 and has held it in 13 quarters since. The position peaked at $497K in Q1 2020. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Sowell Financial Services held 2,337 shares of WEC Energy worth $273K as of Q2 2026.
  • Sowell Financial Services sold 123 WEC Energy shares in Q2 2026, an estimated $14K.
  • WEC Energy made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #917 holding.
  • Sowell Financial Services first reported a position in WEC Energy in Q3 2019 and has held it in 13 quarters since.
  • Sowell Financial Services's WEC Energy position peaked at $497K in Q1 2020.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.