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Twin City Private Wealth’s WEC Energy WEC Stock Holding History

Twin City Private Wealth’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 		$1.4M Sell
11,975
-153
-1% -$17.5K 0.98% 36
2026
Q1 		$1.4M Sell
12,128
-598
-5% -$67.2K 1.07% 37
2025
Q4 		$1.34M Buy
12,726
+1,535
+14% +$170K 1.02% 40
2025
Q3 		$1.28M Buy
11,191
+194
+2% +$21K 1% 39
2025
Q2 		$1.15M Sell
10,997
-488
-4% -$51.9K 0.94% 40
2025
Q1 		$1.25M Sell
11,485
-226
-2% -$23.1K 1.1% 35
2024
Q4 		$1.1M Buy
11,711
+558
+5% +$54.1K 0.97% 41
2024
Q3 		$1.07M Buy
11,153
+1,539
+16% +$136K 0.93% 45
2024
Q2 		$754K Buy
+9,614
New +$781K 0.71% 56

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

Twin City Private Wealth's WEC Position: Q2 2026 in Review

Twin City Private Wealth reduced its WEC Energy (WEC) stake by 1.3% in Q2 2026, selling an estimated $17.5K and leaving 11,975 shares worth $1.4M. The position accounts for 0.98% of the portfolio, ranked #36.

Twin City Private Wealth first reported a position in WEC in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.4M in Q1 2026. 1,410 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Twin City Private Wealth held 11,975 shares of WEC Energy worth $1.4M as of Q2 2026.
  • Twin City Private Wealth sold 153 WEC Energy shares in Q2 2026, an estimated $17.5K.
  • WEC Energy made up 0.98% of Twin City Private Wealth's portfolio in Q2 2026, its #36 holding.
  • Twin City Private Wealth first reported a position in WEC Energy in Q2 2024 and has held it in 9 quarters since.
  • Twin City Private Wealth's WEC Energy position peaked at $1.4M in Q1 2026.
  • 1,410 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Twin City Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.