Stonehaven Wealth & Tax Solutions’s WEC Energy WEC Stock Holding History

Stonehaven Wealth & Tax Solutions’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	$404K	Sell	3,463 -99	-3%	-$11.3K	0.32%	58
2026 Q1	$412K	Buy	3,562 +61	+2%	+$6.85K	0.36%	48
2025 Q4	$369K	Hold	3,501	–	–	0.33%	52
2025 Q3	$401K	Buy	3,501 +3	+0.1%	+$325	0.37%	43
2025 Q2	$364K	Buy	3,498 +55	+2%	+$5.85K	0.36%	44
2025 Q1	$375K	Sell	3,443 -5	-0.1%	-$511	0.4%	41
2024 Q4	$324K	Buy	+3,448	New	+$334K	0.35%	62

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

Stonehaven Wealth & Tax Solutions's WEC Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions reduced its WEC Energy (WEC) stake by 2.8% in Q2 2026, selling an estimated $11.3K and leaving 3,463 shares worth $404K. The position accounts for 0.32% of the portfolio, ranked #58.

Stonehaven Wealth & Tax Solutions first reported a position in WEC in Q4 2024 and has held it in 7 quarters since. The position peaked at $412K in Q1 2026. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Stonehaven Wealth & Tax Solutions held 3,463 shares of WEC Energy worth $404K as of Q2 2026.
Stonehaven Wealth & Tax Solutions sold 99 WEC Energy shares in Q2 2026, an estimated $11.3K.
WEC Energy made up 0.32% of Stonehaven Wealth & Tax Solutions's portfolio in Q2 2026, its #58 holding.
Stonehaven Wealth & Tax Solutions first reported a position in WEC Energy in Q4 2024 and has held it in 7 quarters since.
Stonehaven Wealth & Tax Solutions's WEC Energy position peaked at $412K in Q1 2026.
1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.