TFC Financial Management’s WEC Energy WEC Stock Holding History

TFC Financial Management’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	$124K	Buy	1,060 +6	+0.6%	+$685	0.01%	192
2026 Q1	$122K	Hold	1,054	–	–	0.02%	180
2025 Q4	$111K	Sell	1,054 -4	-0.4%	-$443	0.01%	192
2025 Q3	$121K	Buy	1,058 +4	+0.4%	+$434	0.02%	174
2025 Q2	$110K	Hold	1,054	–	–	0.02%	190
2025 Q1	$115K	Hold	1,054	–	–	0.02%	177
2024 Q4	$99.1K	Sell	1,054 -26	-2%	-$2.52K	0.02%	192
2024 Q3	$104K	Buy	1,080 +52	+5%	+$4.61K	0.02%	189
2024 Q2	$80.7K	Hold	1,028	–	–	0.01%	195
2024 Q1	$84.4K	Sell	1,028 -29	-3%	-$2.33K	0.02%	190
2023 Q4	$89K	Buy	1,057 +5	+0.5%	+$412	0.02%	182
2023 Q3	$84.7K	Buy	1,052 +40	+4%	+$3.48K	0.02%	177
2023 Q2	$89.3K	Buy	1,012 +12	+1%	+$1.11K	0.02%	177
2023 Q1	$94.8K	Hold	1,000	–	–	0.02%	172
2022 Q4	$93.8K	Hold	1,000	–	–	0.03%	162
2022 Q3	$89K	Hold	1,000	–	–	0.03%	159
2022 Q2	$101K	Hold	1,000	–	–	0.03%	154
2022 Q1	$100K	Hold	1,000	–	–	0.03%	159
2021 Q4	$97K	Hold	1,000	–	–	0.03%	165
2021 Q3	$88K	Hold	1,000	–	–	0.03%	173
2021 Q2	$89K	Sell	1,000 -222	-18%	-$20.9K	0.03%	163
2021 Q1	$114K	Hold	1,222	–	–	0.05%	133
2020 Q4	$112K	Hold	1,222	–	–	0.05%	132
2020 Q3	$118K	Buy	+1,222	New	+$114K	0.06%	105

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

TFC Financial Management's WEC Position: Q2 2026 in Review

TFC Financial Management increased its WEC Energy (WEC) stake by 0.57% in Q2 2026, buying an estimated $685 and bringing the position to 1,060 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #192.

TFC Financial Management first reported a position in WEC in Q3 2020 and has held it in 24 quarters since. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

TFC Financial Management held 1,060 shares of WEC Energy worth $124K as of Q2 2026.
TFC Financial Management bought 6 WEC Energy shares in Q2 2026, an estimated $685.
WEC Energy made up 0.01% of TFC Financial Management's portfolio in Q2 2026, its #192 holding.
TFC Financial Management first reported a position in WEC Energy in Q3 2020 and has held it in 24 quarters since.
1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.