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Verity & Verity’s WEC Energy WEC Stock Holding History

Verity & Verity’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 		$25.6M Buy
219,482
+81,158
+59% +$9.26M 1.76% 21
2026
Q1 		$16M Buy
138,324
+4,822
+4% +$542K 1.19% 42
2025
Q4 		$14.1M Buy
133,502
+4,762
+4% +$527K 1.09% 43
2025
Q3 		$14.8M Buy
128,740
+3,811
+3% +$413K 1.18% 42
2025
Q2 		$13M Buy
124,929
+11,033
+10% +$1.17M 1.12% 41
2025
Q1 		$12.4M Buy
113,896
+4,669
+4% +$477K 1.09% 45
2024
Q4 		$10.3M Buy
+109,227
New +$10.6M 0.94% 47

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

Verity & Verity's WEC Position: Q2 2026 in Review

Verity & Verity increased its WEC Energy (WEC) stake by 59% in Q2 2026, buying an estimated $9.26M and bringing the position to 219,482 shares worth $25.6M. The position accounts for 1.76% of the portfolio, ranked #21.

Verity & Verity first reported a position in WEC in Q4 2024 and has held it in 7 quarters since. 1,407 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Verity & Verity held 219,482 shares of WEC Energy worth $25.6M as of Q2 2026.
  • Verity & Verity bought 81,158 WEC Energy shares in Q2 2026, an estimated $9.26M.
  • WEC Energy made up 1.76% of Verity & Verity's portfolio in Q2 2026, its #21 holding.
  • Verity & Verity first reported a position in WEC Energy in Q4 2024 and has held it in 7 quarters since.
  • 1,407 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Verity & Verity's 13F filing for Q2 2026, filed 28 Jul 2026.