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Tower Wealth Partners’s WEC Energy WEC Stock Holding History

Tower 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 		$291K Buy
2,495
+13
+0.5% +$1.48K 0.14% 74
2026
Q1 		$287K Buy
2,482
+120
+5% +$13.5K 0.16% 68
2025
Q4 		$249K Buy
2,362
+23
+1% +$2.55K 0.14% 76
2025
Q3 		$268K Buy
2,339
+37
+2% +$4.01K 0.15% 67
2025
Q2 		$240K Buy
2,302
+44
+2% +$4.68K 0.14% 71
2025
Q1 		$246K Buy
2,258
+119
+6% +$12.2K 0.13% 69
2024
Q4 		$201K Buy
2,139
+29
+1% +$2.81K 0.11% 75
2024
Q3 		$203K Buy
+2,110
New +$187K 0.12% 72

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

Tower Wealth Partners's WEC Position: Q2 2026 in Review

Tower Wealth Partners increased its WEC Energy (WEC) stake by 0.52% in Q2 2026, buying an estimated $1.48K and bringing the position to 2,495 shares worth $291K. The position accounts for 0.14% of the portfolio, ranked #74.

Tower Wealth Partners first reported a position in WEC in Q3 2024 and has held it in 8 quarters since. 1,407 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Tower Wealth Partners held 2,495 shares of WEC Energy worth $291K as of Q2 2026.
  • Tower Wealth Partners bought 13 WEC Energy shares in Q2 2026, an estimated $1.48K.
  • WEC Energy made up 0.14% of Tower Wealth Partners's portfolio in Q2 2026, its #74 holding.
  • Tower Wealth Partners first reported a position in WEC Energy in Q3 2024 and has held it in 8 quarters since.
  • 1,407 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

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