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Vise Technologies’s WEC Energy WEC Stock Holding History

Vise Technologies’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 		$4.6M Buy
39,370
+26,329
+202% +$3M 0.05% 294
2026
Q1 		$1.38M Hold
13,041
– – 0.03% 483
2025
Q4 		$1.38M Buy
13,041
+1,521
+13% +$168K 0.03% 484
2025
Q3 		$1.32M Sell
11,520
-1,070
-8% -$116K 0.05% 359
2025
Q2 		$1.31M Buy
+12,590
New +$1.34M 0.05% 367
2024
Q4 		$612K Buy
6,504
+3,346
+106% +$324K 0.05% 367
2024
Q3 		$304K Buy
+3,158
New +$280K 0.04% 443

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

Vise Technologies's WEC Position: Q2 2026 in Review

Vise Technologies increased its WEC Energy (WEC) stake by 202% in Q2 2026, buying an estimated $3M and bringing the position to 39,370 shares worth $4.6M. The position accounts for 0.05% of the portfolio, ranked #294.

Vise Technologies first reported a position in WEC in Q3 2024 and has held it in 7 quarters since. 1,412 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Vise Technologies held 39,370 shares of WEC Energy worth $4.6M as of Q2 2026.
  • Vise Technologies bought 26,329 WEC Energy shares in Q2 2026, an estimated $3M.
  • WEC Energy made up 0.05% of Vise Technologies's portfolio in Q2 2026, its #294 holding.
  • Vise Technologies first reported a position in WEC Energy in Q3 2024 and has held it in 7 quarters since.
  • 1,412 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.