Steph & Co’s WEC Energy WEC Stock Holding History

Steph & Co’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	$1.17M	Buy	9,981 +3,058	+44%	+$349K	0.3%	33
2026 Q1	$801K	Sell	6,923 -100	-1%	-$11.2K	0.23%	36
2025 Q4	$741K	Hold	7,023	–	–	0.21%	38
2025 Q3	$805K	Hold	7,023	–	–	0.25%	37
2025 Q2	$732K	Hold	7,023	–	–	0.24%	41
2025 Q1	$765K	Hold	7,023	–	–	0.28%	36
2024 Q4	$660K	Hold	7,023	–	–	0.22%	46
2024 Q3	$675K	Sell	7,023 -73	-1%	-$6.47K	0.22%	46
2024 Q2	$557K	Hold	7,096	–	–	0.19%	51
2024 Q1	$583K	Hold	7,096	–	–	0.2%	54
2023 Q4	$597K	Sell	7,096 -100	-1%	-$8.23K	0.29%	42
2023 Q3	$580K	Buy	7,196 +78	+1%	+$6.78K	0.32%	43
2023 Q2	$628K	Buy	7,118 +34	+0.5%	+$3.14K	0.34%	43
2023 Q1	$671K	Hold	7,084	–	–	0.42%	38
2022 Q4	$664K	Hold	7,084	–	–	0.42%	39
2022 Q3	$634K	Hold	7,084	–	–	0.44%	32
2022 Q2	$713K	Hold	7,084	–	–	0.44%	33
2022 Q1	$707K	Hold	7,084	–	–	0.42%	27
2021 Q4	$688K	Hold	7,084	–	–	0.4%	28
2021 Q3	$625K	Sell	7,084 -1,050	-13%	-$98.5K	0.4%	26
2021 Q2	$724K	Hold	8,134	–	–	0.47%	24
2021 Q1	$761K	Hold	8,134	–	–	0.53%	23
2020 Q4	$749K	Hold	8,134	–	–	0.57%	23
2020 Q3	$788K	Sell	8,134 -1,000	-11%	-$93.2K	0.74%	21
2020 Q2	$801K	Sell	9,134 -987	-10%	-$89K	0.8%	21
2020 Q1	$892K	Hold	10,121	–	–	1.02%	22
2019 Q4	$933K	Buy	+10,121	New	+$923K	0.79%	26

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

Steph & Co's WEC Position: Q2 2026 in Review

Steph & Co increased its WEC Energy (WEC) stake by 44% in Q2 2026, buying an estimated $349K and bringing the position to 9,981 shares worth $1.17M. The position accounts for 0.3% of the portfolio, ranked #33.

Steph & Co first reported a position in WEC in Q4 2019 and has held it in 27 quarters since. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Steph & Co held 9,981 shares of WEC Energy worth $1.17M as of Q2 2026.
Steph & Co bought 3,058 WEC Energy shares in Q2 2026, an estimated $349K.
WEC Energy made up 0.3% of Steph & Co's portfolio in Q2 2026, its #33 holding.
Steph & Co first reported a position in WEC Energy in Q4 2019 and has held it in 27 quarters since.
1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Steph & Co's 13F filing for Q2 2026, filed 16 Jul 2026.