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Stone House Investment Management’s WEC Energy WEC Stock Holding History

Stone House Investment 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 		$20.8K Buy
178
+41
+30% +$4.68K ﹤0.01% 320
2026
Q1 		$15.9K Buy
137
+47
+52% +$5.28K ﹤0.01% 301
2025
Q4 		$9.49K Hold
90
– – ﹤0.01% 327
2025
Q3 		$10.3K Hold
90
– – ﹤0.01% 286
2025
Q2 		$9.38K Buy
+90
New +$9.58K ﹤0.01% 272

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 $3.38T AUM 44.17% 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

Stone House Investment Management's WEC Position: Q2 2026 in Review

Stone House Investment Management increased its WEC Energy (WEC) stake by 30% in Q2 2026, buying an estimated $4.68K and bringing the position to 178 shares worth $20.8K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

Stone House Investment Management first reported a position in WEC in Q2 2025 and has held it in 5 quarters since. 1,412 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Stone House Investment Management held 178 shares of WEC Energy worth $20.8K as of Q2 2026.
  • Stone House Investment Management bought 41 WEC Energy shares in Q2 2026, an estimated $4.68K.
  • WEC Energy made up ﹤0.01% of Stone House Investment Management's portfolio in Q2 2026, its #320 holding.
  • Stone House Investment Management first reported a position in WEC Energy in Q2 2025 and has held it in 5 quarters since.
  • 1,412 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.