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Trueblood Wealth Management’s WEC Energy WEC Stock Holding History

Trueblood 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 		$1.12M Buy
9,620
+49
+0.5% +$5.59K 0.39% 82
2026
Q1 		$1.11M Sell
9,571
-54
-0.6% -$6.07K 0.43% 73
2025
Q4 		$1.02M Sell
9,625
-1,133
-11% -$125K 0.4% 81
2025
Q3 		$1.23M Sell
10,758
-122
-1% -$13.2K 0.48% 70
2025
Q2 		$1.13M Buy
10,880
+9
+0.1% +$958 0.47% 69
2025
Q1 		$1.18M Sell
10,871
-43
-0.4% -$4.39K 0.55% 58
2024
Q4 		$1.03M Sell
10,914
-291
-3% -$28.2K 0.51% 60
2024
Q3 		$1.08M Sell
11,205
-1
-0% -$89 0.54% 55
2024
Q2 		$879K Sell
11,206
-465
-4% -$37.8K 0.5% 66
2024
Q1 		$958K Buy
11,671
+146
+1% +$11.7K 0.55% 56
2023
Q4 		$970K Buy
+11,525
New +$949K 0.61% 49

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

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

Trueblood Wealth Management increased its WEC Energy (WEC) stake by 0.51% in Q2 2026, buying an estimated $5.59K and bringing the position to 9,620 shares worth $1.12M. The position accounts for 0.39% of the portfolio, ranked #82.

Trueblood Wealth Management first reported a position in WEC in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.23M in Q3 2025. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Trueblood Wealth Management held 9,620 shares of WEC Energy worth $1.12M as of Q2 2026.
  • Trueblood Wealth Management bought 49 WEC Energy shares in Q2 2026, an estimated $5.59K.
  • WEC Energy made up 0.39% of Trueblood Wealth Management's portfolio in Q2 2026, its #82 holding.
  • Trueblood Wealth Management first reported a position in WEC Energy in Q4 2023 and has held it in 11 quarters since.
  • Trueblood Wealth Management's WEC Energy position peaked at $1.23M in Q3 2025.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.