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Stephens Inc’s WEC Energy WEC Stock Holding History

Stephens Inc’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 		$1.72M Sell
14,767
-219
-1% -$25K 0.02% 529
2026
Q1 		$1.73M Buy
14,986
+9,132
+156% +$1.03M 0.02% 505
2025
Q4 		$617K Buy
5,854
+752
+15% +$83.3K 0.01% 775
2025
Q3 		$585K Buy
5,102
+280
+6% +$30.4K 0.01% 798
2025
Q2 		$502K Sell
4,822
-64
-1% -$6.81K 0.01% 833
2025
Q1 		$532K Buy
4,886
+176
+4% +$18K 0.01% 794
2024
Q4 		$443K Sell
4,710
-196
-4% -$19K 0.01% 879
2024
Q3 		$472K Buy
4,906
+1,257
+34% +$111K 0.01% 866
2024
Q2 		$286K Sell
3,649
-52
-1% -$4.22K ﹤0.01% 1019
2024
Q1 		$304K Buy
3,701
+12
+0.3% +$965 ﹤0.01% 1002
2023
Q4 		$311K Buy
3,689
+691
+23% +$56.9K 0.01% 921
2023
Q3 		$241K Buy
2,998
+153
+5% +$13.3K ﹤0.01% 970
2023
Q2 		$251K Sell
2,845
-213
-7% -$19.7K ﹤0.01% 982
2023
Q1 		$290K Buy
3,058
+295
+11% +$27.3K 0.01% 890
2022
Q4 		$259K Sell
2,763
-18
-0.6% -$1.66K 0.01% 907
2022
Q3 		$249K Buy
2,781
+64
+2% +$6.54K 0.01% 953
2022
Q2 		$273K Sell
2,717
-275
-9% -$27.9K 0.01% 956
2022
Q1 		$299K Hold
2,992
– – ﹤0.01% 1013
2021
Q4 		$290K Sell
2,992
-122
-4% -$11.2K ﹤0.01% 1057
2021
Q3 		$275K Sell
3,114
-876
-22% -$82.2K ﹤0.01% 1083
2021
Q2 		$355K Sell
3,990
-1,317
-25% -$124K 0.01% 978
2021
Q1 		$497K Sell
5,307
-253
-5% -$22.1K 0.01% 842
2020
Q4 		$512K Buy
5,560
+155
+3% +$15.1K 0.01% 766
2020
Q3 		$524K Buy
5,405
+1,035
+24% +$96.4K 0.01% 722
2020
Q2 		$383K Sell
4,370
-113
-3% -$10.2K 0.01% 767
2020
Q1 		$395K Sell
4,483
-454
-9% -$43.7K 0.01% 704
2019
Q4 		$455K Sell
4,937
-1,956
-28% -$178K 0.01% 751
2019
Q3 		$656K Sell
6,893
-3,582
-34% -$323K 0.01% 678
2019
Q2 		$873K Sell
10,475
-41
-0.4% -$3.29K 0.02% 609
2019
Q1 		$832K Sell
10,516
-564
-5% -$41.8K 0.02% 608
2018
Q4 		$767K Buy
11,080
+1,005
+10% +$70.6K 0.02% 582
2018
Q3 		$673K Buy
10,075
+500
+5% +$33.3K 0.02% 701
2018
Q2 		$619K Sell
9,575
-86
-0.9% -$5.34K 0.02% 566
2018
Q1 		$606K Sell
9,661
-455
-4% -$28.2K 0.02% 471
2017
Q4 		$672K Sell
10,116
-169
-2% -$11.3K 0.03% 441
2017
Q3 		$646K Buy
+10,285
New +$656K 0.02% 450
2015
Q2 		– Sell
-5,091
Closed -$252K – 848
2015
Q1 		$252K Buy
5,091
+69
+1% +$3.61K 0.01% 660
2014
Q4 		$265K Hold
5,022
– – 0.01% 641
2014
Q3 		$216K Hold
5,022
– – 0.01% 692
2014
Q2 		$236K Hold
5,022
– – 0.01% 712
2014
Q1 		$234K Sell
5,022
-250
-5% -$10.8K 0.01% 671
2013
Q4 		$218K Hold
5,272
– – 0.01% 750
2013
Q3 		$213K Hold
5,272
– – 0.01% 699
2013
Q2 		$216K Buy
+5,272
New +$224K 0.01% 624

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

Stephens Inc's WEC Position: Q2 2026 in Review

Stephens Inc reduced its WEC Energy (WEC) stake by 1.5% in Q2 2026, selling an estimated $25K and leaving 14,767 shares worth $1.72M. The position accounts for 0.02% of the portfolio, ranked #529.

Stephens Inc first reported a position in WEC in Q2 2013 and has held it in 44 quarters since. The position peaked at $1.73M in Q1 2026. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Stephens Inc held 14,767 shares of WEC Energy worth $1.72M as of Q2 2026.
  • Stephens Inc sold 219 WEC Energy shares in Q2 2026, an estimated $25K.
  • WEC Energy made up 0.02% of Stephens Inc's portfolio in Q2 2026, its #529 holding.
  • Stephens Inc first reported a position in WEC Energy in Q2 2013 and has held it in 44 quarters since.
  • Stephens Inc's WEC Energy position peaked at $1.73M in Q1 2026.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.