TWD
WEC icon

True Wealth Design’s WEC Energy WEC Stock Holding History

True Wealth Design’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 		$48.6K Buy
416
+79
+23% +$9.01K 0.01% 498
2026
Q1 		$39K Buy
337
+253
+301% +$28.4K 0.01% 476
2025
Q4 		$8.86K Sell
84
-5
-6% -$554 ﹤0.01% 906
2025
Q3 		$10.2K Buy
89
+42
+89% +$4.55K ﹤0.01% 825
2025
Q2 		$4.9K Sell
47
-9
-16% -$958 ﹤0.01% 810
2025
Q1 		$6.1K Buy
56
+46
+460% +$4.7K ﹤0.01% 618
2024
Q4 		$941 Buy
10
+1
+11% +$97 ﹤0.01% 959
2024
Q3 		$866 Buy
9
+1
+13% +$89 ﹤0.01% 1006
2024
Q2 		$628 Buy
8
+1
+14% +$81 ﹤0.01% 618
2024
Q1 		$575 Buy
7
+3
+75% +$241 ﹤0.01% 597
2023
Q4 		$337 Hold
4
– – ﹤0.01% 586
2023
Q3 		$323 Hold
4
– – ﹤0.01% 541
2023
Q2 		$353 Hold
4
– – ﹤0.01% 538
2023
Q1 		$380 Sell
4
-67
-94% -$6.2K ﹤0.01% 591
2022
Q4 		$6.66K Buy
+71
New +$6.56K ﹤0.01% 238

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

True Wealth Design's WEC Position: Q2 2026 in Review

True Wealth Design increased its WEC Energy (WEC) stake by 23% in Q2 2026, buying an estimated $9.01K and bringing the position to 416 shares worth $48.6K. The position accounts for 0.01% of the portfolio, ranked #498.

True Wealth Design first reported a position in WEC in Q4 2022 and has held it in 15 quarters since. 1,404 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • True Wealth Design held 416 shares of WEC Energy worth $48.6K as of Q2 2026.
  • True Wealth Design bought 79 WEC Energy shares in Q2 2026, an estimated $9.01K.
  • WEC Energy made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #498 holding.
  • True Wealth Design first reported a position in WEC Energy in Q4 2022 and has held it in 15 quarters since.
  • 1,404 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.