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StoneX Group’s WEC Energy WEC Stock Holding History

StoneX Group’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 		$333K Buy
+2,844
New +$324K 0.01% 765
2026
Q1 		– Sell
-2,830
Closed -$298K – 1247
2025
Q4 		$298K Buy
2,830
+1,066
+60% +$118K 0.01% 700
2025
Q3 		$202K Buy
+1,764
New +$191K 0.01% 822
2025
Q2 		– Sell
-2,658
Closed -$290K – 1021
2025
Q1 		$290K Buy
+2,658
New +$271K 0.02% 652
2024
Q4 		– Sell
-2,493
Closed -$240K – 939
2024
Q3 		$240K Buy
+2,493
New +$221K 0.02% 540
2023
Q2 		– Sell
-2,294
Closed -$217K – 750
2023
Q1 		$217K Buy
+2,294
New +$212K 0.02% 509
2017
Q3 		– Sell
-42,164
Closed -$2.59M – 358
2017
Q2 		$2.59M Buy
42,164
+30,420
+259% +$1.88M 0.81% 15
2017
Q1 		$689K Buy
11,744
+19
+0.2% +$1.12K 1.54% 25
2016
Q4 		$688K Buy
11,725
+775
+7% +$44.5K 1.2% 33
2016
Q3 		$656K Buy
+10,950
New +$684K 1.47% 26

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

StoneX Group's WEC Position: Q2 2026 in Review

StoneX Group opened a new position in WEC Energy (WEC) in Q2 2026: 2,844 shares worth $333K. The stake represents 0.01% of the portfolio and ranks #765 among its holdings. This is a return to the name: StoneX Group previously reported a position in WEC as recently as Q4 2025.

StoneX Group first reported a position in WEC in Q3 2016 and has held it in 10 quarters since. The position peaked at $2.59M in Q2 2017. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • StoneX Group held 2,844 shares of WEC Energy worth $333K as of Q2 2026.
  • WEC Energy was a new StoneX Group position in Q2 2026.
  • WEC Energy made up 0.01% of StoneX Group's portfolio in Q2 2026, its #765 holding.
  • StoneX Group first reported a position in WEC Energy in Q3 2016 and has held it in 10 quarters since.
  • StoneX Group's WEC Energy position peaked at $2.59M in Q2 2017.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.