Tradition Wealth Management’s WEC Energy WEC Stock Holding History

Tradition Wealth 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	$222K	Buy	1,897 +8	+0.4%	+$913	0.01%	481
2026 Q1	$219K	Buy	+1,889	New	+$212K	0.02%	456
2025 Q4	–	Sell	-1,842	Closed	-$211K	–	516
2025 Q3	$211K	Buy	+1,842	New	+$200K	0.02%	451
2024 Q1	–	Sell	-1,120	Closed	-$94K	–	1185
2023 Q4	$94K	Sell	1,120 -36	-3%	-$2.96K	0.01%	489
2023 Q3	$93K	Buy	1,156 +6	+0.5%	+$521	0.01%	457
2023 Q2	$102K	Buy	1,150 +74	+7%	+$6.84K	0.01%	456
2023 Q1	$102K	Sell	1,076 -1	-0.1%	-$93	0.01%	440
2022 Q4	$101K	Buy	1,077 +12	+1%	+$1.11K	0.01%	375
2022 Q3	$95K	Buy	+1,065	New	+$109K	0.01%	371

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

Tradition Wealth Management's WEC Position: Q2 2026 in Review

Tradition Wealth Management increased its WEC Energy (WEC) stake by 0.42% in Q2 2026, buying an estimated $913 and bringing the position to 1,897 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #481.

Tradition Wealth Management first reported a position in WEC in Q3 2022 and has held it in 9 quarters since. 1,410 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Tradition Wealth Management held 1,897 shares of WEC Energy worth $222K as of Q2 2026.
Tradition Wealth Management bought 8 WEC Energy shares in Q2 2026, an estimated $913.
WEC Energy made up 0.01% of Tradition Wealth Management's portfolio in Q2 2026, its #481 holding.
Tradition Wealth Management first reported a position in WEC Energy in Q3 2022 and has held it in 9 quarters since.
1,410 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.