Tounjian Advisory Partners’s WEC Energy WEC Stock Holding History

Tounjian Advisory 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	$2.63K	Sell	22 -10,672	-100%	-$1.22M	﹤0.01%	544
2026 Q1	$1.24M	Sell	10,694 -112	-1%	-$12.6K	0.45%	87
2025 Q4	$1.14M	Sell	10,806 -230	-2%	-$25.5K	0.39%	89
2025 Q3	$1.26M	Sell	11,036 -2,110	-16%	-$229K	0.42%	82
2025 Q2	$1.43M	Sell	13,146 -154	-1%	-$16.4K	0.28%	94
2025 Q1	$1.45M	Buy	+13,300	New	+$1.36M	0.27%	94

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

Tounjian Advisory Partners's WEC Position: Q2 2026 in Review

Tounjian Advisory Partners reduced its WEC Energy (WEC) stake by 100% in Q2 2026, selling an estimated $1.22M and leaving 22 shares worth $2.63K. The position accounts for ﹤0.01% of the portfolio, ranked #544.

Tounjian Advisory Partners first reported a position in WEC in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.45M in Q1 2025. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Tounjian Advisory Partners held 22 shares of WEC Energy worth $2.63K as of Q2 2026.
Tounjian Advisory Partners sold 10,672 WEC Energy shares in Q2 2026, an estimated $1.22M.
WEC Energy made up ﹤0.01% of Tounjian Advisory Partners's portfolio in Q2 2026, its #544 holding.
Tounjian Advisory Partners first reported a position in WEC Energy in Q1 2025 and has held it in 6 quarters since.
Tounjian Advisory Partners's WEC Energy position peaked at $1.45M in Q1 2025.
1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Tounjian Advisory Partners's 13F filing for Q2 2026, filed 7 Aug 2026.