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Waterway Wealth Management’s WEC Energy WEC Stock Holding History

Waterway Wealth 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 		$499K Sell
4,277
-3,133
-42% -$357K 0.1% 74
2026
Q1 		$858K Buy
7,410
+35
+0.5% +$3.93K 0.19% 59
2025
Q4 		$778K Buy
+7,375
New +$817K 0.18% 59

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

Waterway Wealth Management's WEC Position: Q2 2026 in Review

Waterway Wealth Management reduced its WEC Energy (WEC) stake by 42% in Q2 2026, selling an estimated $357K and leaving 4,277 shares worth $499K. The position accounts for 0.1% of the portfolio, ranked #74.

Waterway Wealth Management first reported a position in WEC in Q4 2025 and has held it in 3 quarters since. The position peaked at $858K in Q1 2026. 1,411 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Waterway Wealth Management held 4,277 shares of WEC Energy worth $499K as of Q2 2026.
  • Waterway Wealth Management sold 3,133 WEC Energy shares in Q2 2026, an estimated $357K.
  • WEC Energy made up 0.1% of Waterway Wealth Management's portfolio in Q2 2026, its #74 holding.
  • Waterway Wealth Management first reported a position in WEC Energy in Q4 2025 and has held it in 3 quarters since.
  • Waterway Wealth Management's WEC Energy position peaked at $858K in Q1 2026.
  • 1,411 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Waterway Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.