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Strategic Wealth Partners’s WEC Energy WEC Stock Holding History

Strategic Wealth Partners’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 		$12.7K Hold
109
– – ﹤0.01% 866
2026
Q1 		$12.6K Hold
109
– – ﹤0.01% 830
2025
Q4 		$11.5K Hold
109
– – ﹤0.01% 850
2025
Q3 		$12.5K Hold
109
– – ﹤0.01% 843
2025
Q2 		$11.4K Buy
+109
New +$11.6K ﹤0.01% 762
2018
Q2 		– Sell
-150
Closed -$9K – 840
2018
Q1 		$9K Hold
150
– – ﹤0.01% 578
2017
Q4 		$11K Buy
+150
New +$10.1K 0.01% 490

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 Wealth Partners's WEC Position: Q2 2026 in Review

Strategic Wealth Partners held its WEC Energy (WEC) position steady in Q2 2026 at 109 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #866.

Strategic Wealth Partners first reported a position in WEC in Q4 2017 and has held it in 7 quarters since. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Strategic Wealth Partners held 109 shares of WEC Energy worth $12.7K as of Q2 2026.
  • Strategic Wealth Partners left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #866 holding.
  • Strategic Wealth Partners first reported a position in WEC Energy in Q4 2017 and has held it in 7 quarters since.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.