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Strategic Investment Solutions’s WEC Energy WEC Stock Holding History

Strategic Investment 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 		$177K Buy
1,512
+25
+2% +$2.85K 0.04% 160
2026
Q1 		$172K Buy
1,487
+619
+71% +$69.5K 0.04% 161
2025
Q4 		$91.5K Buy
868
+6
+0.7% +$664 0.02% 195
2025
Q3 		$98.8K Buy
862
+5
+0.6% +$542 0.03% 173
2025
Q2 		$89.2K Buy
857
+7
+0.8% +$745 0.03% 171
2025
Q1 		$92.7K Buy
850
+5
+0.6% +$511 0.03% 147
2024
Q4 		$79.5K Buy
845
+5
+0.6% +$485 0.03% 157
2024
Q3 		$80.8K Buy
840
+350
+71% +$31K 0.02% 159
2024
Q2 		$43.2K Buy
+490
New +$39.8K 0.01% 191
2023
Q4 		$86.5K Sell
1,028
-63,075
-98% -$5.19M 0.02% 353
2023
Q3 		$5.57M Buy
64,103
+63,093
+6,247% +$5.48M 0.07% 134
2023
Q2 		$87.1K Sell
1,010
-492
-33% -$45.5K 0.02% 231
2023
Q1 		$142K Buy
+1,502
New +$139K 0.03% 210

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

Strategic Investment Solutions's WEC Position: Q2 2026 in Review

Strategic Investment Solutions increased its WEC Energy (WEC) stake by 1.7% in Q2 2026, buying an estimated $2.85K and bringing the position to 1,512 shares worth $177K. The position accounts for 0.04% of the portfolio, ranked #160.

Strategic Investment Solutions first reported a position in WEC in Q1 2023 and has held it in 13 quarters since. The position peaked at $5.57M in Q3 2023. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Strategic Investment Solutions held 1,512 shares of WEC Energy worth $177K as of Q2 2026.
  • Strategic Investment Solutions bought 25 WEC Energy shares in Q2 2026, an estimated $2.85K.
  • WEC Energy made up 0.04% of Strategic Investment Solutions's portfolio in Q2 2026, its #160 holding.
  • Strategic Investment Solutions first reported a position in WEC Energy in Q1 2023 and has held it in 13 quarters since.
  • Strategic Investment Solutions's WEC Energy position peaked at $5.57M in Q3 2023.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.