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Sunrise Financial Services’s WEC Energy WEC Stock Holding History

Sunrise Financial Services’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 		$8.41K Hold
72
– – 0.01% 247
2026
Q1 		$8.34K Hold
72
– – 0.01% 245
2025
Q4 		$7.59K Buy
+72
New +$7.97K 0.01% 224

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

Sunrise Financial Services's WEC Position: Q2 2026 in Review

Sunrise Financial Services held its WEC Energy (WEC) position steady in Q2 2026 at 72 shares worth $8.41K. The position accounts for 0.01% of the portfolio, ranked #247.

Sunrise Financial Services first reported a position in WEC in Q4 2025 and has held it in 3 quarters since. 1,404 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Sunrise Financial Services held 72 shares of WEC Energy worth $8.41K as of Q2 2026.
  • Sunrise Financial Services left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up 0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #247 holding.
  • Sunrise Financial Services first reported a position in WEC Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,404 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.