Tanglewood Legacy Advisors’s WEC Energy WEC Stock Holding History

Tanglewood Legacy Advisors’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	$70.1K	Hold	600	–	–	0.02%	154
2026 Q1	$69.5K	Hold	600	–	–	0.03%	150
2025 Q4	$63.3K	Hold	600	–	–	0.02%	155
2025 Q3	$68.8K	Hold	600	–	–	0.03%	153
2025 Q2	$62.5K	Hold	600	–	–	0.03%	159
2025 Q1	$65.4K	Hold	600	–	–	0.03%	158
2024 Q4	$56.4K	Hold	600	–	–	0.02%	166
2024 Q3	$57.7K	Hold	600	–	–	0.03%	154
2024 Q2	$47.1K	Hold	600	–	–	0.02%	165
2024 Q1	$49.3K	Sell	600 -136	-18%	-$10.9K	0.02%	165
2023 Q4	$61.9K	Hold	736	–	–	0.03%	135
2023 Q3	$59.3K	Hold	736	–	–	0.04%	143
2023 Q2	$64.9K	Buy	736 +136	+23%	+$12.6K	0.04%	139
2023 Q1	$56.9K	Hold	600	–	–	0.04%	142
2022 Q4	$56.3K	Buy	+600	New	+$55.4K	0.04%	122

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

Tanglewood Legacy Advisors's WEC Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its WEC Energy (WEC) position steady in Q2 2026 at 600 shares worth $70.1K. The position accounts for 0.02% of the portfolio, ranked #154.

Tanglewood Legacy Advisors first reported a position in WEC in Q4 2022 and has held it in 15 quarters since. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Tanglewood Legacy Advisors held 600 shares of WEC Energy worth $70.1K as of Q2 2026.
Tanglewood Legacy Advisors left its WEC Energy share count unchanged in Q2 2026.
WEC Energy made up 0.02% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #154 holding.
Tanglewood Legacy Advisors first reported a position in WEC Energy in Q4 2022 and has held it in 15 quarters since.
1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.