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Stonebridge Financial Group (Pennsylvania)’s WEC Energy WEC Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		$2.54M Buy
21,710
+624
+3% +$71.2K 0.19% 99
2026
Q1 		$2.44M Buy
21,086
+517
+3% +$58.1K 0.2% 96
2025
Q4 		$2.17M Buy
20,569
+690
+3% +$76.4K 0.19% 96
2025
Q3 		$2.28M Buy
19,879
+131
+0.7% +$14.2K 0.2% 97
2025
Q2 		$2.06M Sell
19,748
-92
-0.5% -$9.79K 0.2% 96
2025
Q1 		$2.16M Buy
19,840
+631
+3% +$64.4K 0.23% 86
2024
Q4 		$1.81M Buy
+19,209
New +$1.86M 0.2% 91

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s WEC Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) increased its WEC Energy (WEC) stake by 3% in Q2 2026, buying an estimated $71.2K and bringing the position to 21,710 shares worth $2.54M. The position accounts for 0.19% of the portfolio, ranked #99.

Stonebridge Financial Group (Pennsylvania) first reported a position in WEC in Q4 2024 and has held it in 7 quarters since. 1,179 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 21,710 shares of WEC Energy worth $2.54M as of Q2 2026.
  • Stonebridge Financial Group (Pennsylvania) bought 624 WEC Energy shares in Q2 2026, an estimated $71.2K.
  • WEC Energy made up 0.19% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #99 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in WEC Energy in Q4 2024 and has held it in 7 quarters since.
  • 1,179 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.