Tyche Wealth Partners’s WEC Energy WEC Stock Holding History

Tyche Wealth Partners’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	–	Sell	-6,875	Closed	-$796K	–	373
2026 Q1	$796K	Buy	6,875 +221	+3%	+$24.8K	0.12%	131
2025 Q4	$702K	Buy	6,654 +4,872	+273%	+$539K	0.11%	144
2025 Q3	$204K	Sell	1,782 -297	-14%	-$32.2K	0.04%	295
2025 Q2	$217K	Hold	2,079	–	–	0.04%	271
2025 Q1	$227K	Sell	2,079 -7,438	-78%	-$760K	0.05%	250
2024 Q4	$895K	Buy	+9,517	New	+$923K	0.19%	90
2024 Q2	–	Sell	-2,674	Closed	-$220K	–	297
2024 Q1	$220K	Sell	2,674 -2,443	-48%	-$196K	0.05%	249
2023 Q4	$431K	Buy	+5,117	New	+$421K	0.1%	165

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

Tyche Wealth Partners's WEC Position: Q2 2026 in Review

Tyche Wealth Partners sold out of WEC Energy (WEC) in Q2 2026, closing a stake of 6,875 shares — an estimated $796K sold.

Tyche Wealth Partners first reported a position in WEC in Q4 2023 and held it in 8 quarters. The position peaked at $895K in Q4 2024. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Tyche Wealth Partners reported no remaining WEC Energy position as of Q2 2026 after selling out during the quarter.
Tyche Wealth Partners sold 6,875 WEC Energy shares in Q2 2026, an estimated $796K.
Tyche Wealth Partners first reported a position in WEC Energy in Q4 2023 and held it in 8 quarters.
Tyche Wealth Partners's WEC Energy position peaked at $895K in Q4 2024.
1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Tyche Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.