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WBI Investments’s WEC Energy WEC Stock Holding History

WBI Investments’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
-10,234
Closed -$1.18M – 369
2026
Q1 		$1.18M Buy
+10,234
New +$1.15M 0.33% 83
2016
Q4 		– Sell
-343,204
Closed -$20.6M – 409
2016
Q3 		$20.6M Sell
343,204
-168,519
-33% -$10.5M 0.79% 34
2016
Q2 		$33.4M Buy
+511,723
New +$30.8M 1.19% 25
2014
Q2 		– Sell
-681,606
Closed -$31.7M – 129
2014
Q1 		$31.7M Buy
681,606
+66,587
+11% +$2.87M 1.39% 20
2013
Q4 		$25.4M Buy
615,019
+100,152
+19% +$4.16M 1.12% 32
2013
Q3 		$20.8M Buy
+514,867
New +$21.4M 0.99% 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

WBI Investments's WEC Position: Q2 2026 in Review

WBI Investments sold out of WEC Energy (WEC) in Q2 2026, closing a stake of 10,234 shares — an estimated $1.18M sold.

WBI Investments first reported a position in WEC in Q3 2013 and held it in 6 quarters. The position peaked at $33.4M in Q2 2016. 1,410 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • WBI Investments reported no remaining WEC Energy position as of Q2 2026 after selling out during the quarter.
  • WBI Investments sold 10,234 WEC Energy shares in Q2 2026, an estimated $1.18M.
  • WBI Investments first reported a position in WEC Energy in Q3 2013 and held it in 6 quarters.
  • WBI Investments's WEC Energy position peaked at $33.4M in Q2 2016.
  • 1,410 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.