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Truvestments Capital’s WEC Energy WEC Stock Holding History

Truvestments Capital’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 		$32.5K Hold
278
– – ﹤0.01% 616
2026
Q1 		$32.2K Buy
278
+42
+18% +$4.72K 0.01% 562
2025
Q4 		$24.9K Hold
236
– – ﹤0.01% 553
2025
Q3 		$27K Buy
236
+3
+1% +$325 ﹤0.01% 539
2025
Q2 		$24.3K Hold
233
– – ﹤0.01% 501
2025
Q1 		$25.4K Buy
+233
New +$23.8K 0.01% 510
2023
Q1 		– Sell
-97
Closed -$9.1K – 945
2022
Q4 		$9.1K Buy
+97
New +$8.96K 0.01% 466
2019
Q4 		– Sell
-79
Closed -$8K – 587
2019
Q3 		$8K Hold
79
– – 0.01% 522
2019
Q2 		$7K Hold
79
– – ﹤0.01% 582
2019
Q1 		$6K Buy
+79
New +$5.86K ﹤0.01% 587

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 $3.38T AUM 44.17% 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

Truvestments Capital's WEC Position: Q2 2026 in Review

Truvestments Capital held its WEC Energy (WEC) position steady in Q2 2026 at 278 shares worth $32.5K. The position accounts for ﹤0.01% of the portfolio, ranked #616.

Truvestments Capital first reported a position in WEC in Q1 2019 and has held it in 10 quarters since. 1,412 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Truvestments Capital held 278 shares of WEC Energy worth $32.5K as of Q2 2026.
  • Truvestments Capital left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up ﹤0.01% of Truvestments Capital's portfolio in Q2 2026, its #616 holding.
  • Truvestments Capital first reported a position in WEC Energy in Q1 2019 and has held it in 10 quarters since.
  • 1,412 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.