Vanguard Personalized Indexing Management
WEC icon

Vanguard Personalized Indexing Management’s WEC Energy WEC Stock Holding History

Vanguard Personalized Indexing 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 		$5.74M Buy
49,129
+8,099
+20% +$924K 0.05% 327
2026
Q1 		$4.75M Buy
41,030
+2,879
+8% +$323K 0.05% 332
2025
Q4 		$4.02M Sell
38,151
-3,749
-9% -$415K 0.04% 373
2025
Q3 		$4.81M Buy
41,900
+647
+2% +$70.1K 0.05% 325
2025
Q2 		$4.3M Buy
41,253
+8,873
+27% +$944K 0.05% 335
2025
Q1 		$3.53M Buy
32,380
+1,889
+6% +$193K 0.05% 320
2024
Q4 		$2.87M Buy
30,491
+4,380
+17% +$425K 0.04% 361
2024
Q3 		$2.51M Buy
26,111
+4,655
+22% +$413K 0.04% 391
2024
Q2 		$1.68M Sell
21,456
-2,009
-9% -$163K 0.03% 466
2024
Q1 		$1.93M Buy
23,465
+3,477
+17% +$280K 0.04% 402
2023
Q4 		$1.68M Sell
19,988
-2,345
-11% -$193K 0.04% 403
2023
Q3 		$1.8M Buy
22,333
+1,666
+8% +$145K 0.05% 343
2023
Q2 		$1.82M Sell
20,667
-481
-2% -$44.4K 0.06% 335
2023
Q1 		$2M Buy
21,148
+6,785
+47% +$628K 0.07% 291
2022
Q4 		$1.35M Sell
14,363
-4,540
-24% -$420K 0.06% 396
2022
Q3 		$1.69M Sell
18,903
-427
-2% -$43.6K 0.08% 265
2022
Q2 		$1.95M Buy
19,330
+2,963
+18% +$300K 0.09% 219
2022
Q1 		$1.63M Buy
16,367
+6,788
+71% +$641K 0.08% 249
2021
Q4 		$930K Buy
9,579
+2,055
+27% +$188K 0.05% 432
2021
Q3 		$664K Buy
7,524
+394
+6% +$36.9K 0.06% 376
2021
Q2 		$634K Buy
7,130
+20
+0.3% +$1.88K 0.07% 377
2021
Q1 		$665K Buy
7,110
+2,994
+73% +$261K 0.1% 234
2020
Q4 		$379K Buy
4,116
+295
+8% +$28.7K 0.08% 283
2020
Q3 		$370K Buy
3,821
+640
+20% +$59.6K 0.1% 234
2020
Q2 		$279K Sell
3,181
-8,916
-74% -$804K 0.13% 206
2020
Q1 		$1.07M Buy
+12,097
New +$1.16M 0.62% 35

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

Vanguard Personalized Indexing Management's WEC Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its WEC Energy (WEC) stake by 20% in Q2 2026, buying an estimated $924K and bringing the position to 49,129 shares worth $5.74M. The position accounts for 0.05% of the portfolio, ranked #327.

Vanguard Personalized Indexing Management first reported a position in WEC in Q1 2020 and has held it in 26 quarters since. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Vanguard Personalized Indexing Management held 49,129 shares of WEC Energy worth $5.74M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 8,099 WEC Energy shares in Q2 2026, an estimated $924K.
  • WEC Energy made up 0.05% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #327 holding.
  • Vanguard Personalized Indexing Management first reported a position in WEC Energy in Q1 2020 and has held it in 26 quarters since.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.