Wealth Architects’s WEC Energy WEC Stock Holding History

Wealth Architects’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	$1.14M	Buy	9,733 +32	+0.3%	+$3.65K	0.09%	104
2026 Q1	$1.12M	Hold	9,701	–	–	0.1%	91
2025 Q4	$1.02M	Buy	9,701 +14	+0.1%	+$1.55K	0.09%	98
2025 Q3	$1.11M	Sell	9,687 -5	-0.1%	-$542	0.1%	88
2025 Q2	$1.01M	Sell	9,692 -44	-0.5%	-$4.68K	0.1%	92
2025 Q1	$1.06M	Buy	9,736 +4,988	+105%	+$509K	0.12%	85
2024 Q4	$447K	Hold	4,748	–	–	0.05%	132
2024 Q3	$457K	Hold	4,748	–	–	0.05%	130
2024 Q2	$373K	Sell	4,748 -382	-7%	-$31K	0.05%	144
2024 Q1	$421K	Sell	5,130 -18	-0.3%	-$1.45K	0.06%	131
2023 Q4	$433K	Hold	5,148	–	–	0.06%	125
2023 Q3	$415K	Buy	5,148 +18	+0.4%	+$1.56K	0.07%	121
2023 Q2	$453K	Buy	5,130 +366	+8%	+$33.8K	0.07%	122
2023 Q1	$452K	Hold	4,764	–	–	0.08%	116
2022 Q4	$447K	Sell	4,764 -156	-3%	-$14.4K	0.08%	112
2022 Q3	$440K	Sell	4,920 -27	-0.5%	-$2.76K	0.09%	99
2022 Q2	$498K	Hold	4,947	–	–	0.1%	101
2022 Q1	$494K	Buy	4,947 +2	+0%	+$189	0.08%	115
2021 Q4	$480K	Buy	4,945 +59	+1%	+$5.39K	0.08%	113
2021 Q3	$431K	Sell	4,886 -17	-0.3%	-$1.59K	0.08%	110
2021 Q2	$436K	Buy	4,903 +144	+3%	+$13.6K	0.09%	102
2021 Q1	$445K	Sell	4,759 -19	-0.4%	-$1.66K	0.1%	89
2020 Q4	$440K	Buy	4,778 +6	+0.1%	+$584	0.1%	87
2020 Q3	$462K	Sell	4,772 -5	-0.1%	-$466	0.13%	74
2020 Q2	$419K	Buy	4,777 +8	+0.2%	+$722	0.12%	79
2020 Q1	$420K	Sell	4,769 -44	-0.9%	-$4.23K	0.15%	71
2019 Q4	$444K	Buy	4,813 +32	+0.7%	+$2.92K	0.12%	74
2019 Q3	$455K	Sell	4,781 -3	-0.1%	-$270	0.14%	64
2019 Q2	$399K	Buy	4,784 +4	+0.1%	+$321	0.12%	75
2019 Q1	$378K	Buy	4,780 +3	+0.1%	+$223	0.12%	76
2018 Q4	$331K	Sell	4,777 -25	-0.5%	-$1.76K	0.12%	77
2018 Q3	$321K	Buy	4,802 +25	+0.5%	+$1.67K	0.1%	94
2018 Q2	$309K	Buy	4,777 +3	+0.1%	+$186	0.1%	86
2018 Q1	$299K	Sell	4,774 -984	-17%	-$61.1K	0.1%	87
2017 Q4	$383K	Hold	5,758	–	–	0.13%	77
2017 Q3	$361K	Hold	5,758	–	–	0.13%	82
2017 Q2	$353K	Buy	5,758 +3	+0.1%	+$185	0.13%	80
2017 Q1	$349K	Buy	5,755 +2	+0%	+$118	0.14%	77
2016 Q4	$337K	Buy	5,753 +21	+0.4%	+$1.21K	0.15%	78
2016 Q3	$343K	Sell	5,732 -14	-0.2%	-$874	0.16%	77
2016 Q2	$375K	Buy	5,746 +987	+21%	+$59.4K	0.18%	73
2016 Q1	$286K	Buy	4,759 +3	+0.1%	+$168	0.14%	89
2015 Q4	$244K	Hold	4,756	–	–	0.12%	101
2015 Q3	$248K	Hold	4,756	–	–	0.13%	96
2015 Q2	$214K	Buy	+4,756	New	+$228K	0.12%	110

Other funds holding WEC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealth Architects's WEC Position: Q2 2026 in Review

Wealth Architects increased its WEC Energy (WEC) stake by 0.33% in Q2 2026, buying an estimated $3.65K and bringing the position to 9,733 shares worth $1.14M. The position accounts for 0.09% of the portfolio, ranked #104.

Wealth Architects first reported a position in WEC in Q2 2015 and has held it in 45 quarters since. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Wealth Architects held 9,733 shares of WEC Energy worth $1.14M as of Q2 2026.
Wealth Architects bought 32 WEC Energy shares in Q2 2026, an estimated $3.65K.
WEC Energy made up 0.09% of Wealth Architects's portfolio in Q2 2026, its #104 holding.
Wealth Architects first reported a position in WEC Energy in Q2 2015 and has held it in 45 quarters since.
1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Wealth Architects's 13F filing for Q2 2026, filed 23 Jul 2026.