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Wealth Enhancement Trust Services’s WEC Energy WEC Stock Holding History

Wealth Enhancement Trust Services’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 		$318K Sell
2,721
-179
-6% -$20.4K 0.04% 245
2026
Q1 		$336K Sell
2,900
-50
-2% -$5.62K 0.04% 238
2025
Q4 		$311K Buy
+2,950
New +$327K 0.04% 228

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wealth Enhancement Trust Services's WEC Position: Q2 2026 in Review

Wealth Enhancement Trust Services reduced its WEC Energy (WEC) stake by 6.2% in Q2 2026, selling an estimated $20.4K and leaving 2,721 shares worth $318K. The position accounts for 0.04% of the portfolio, ranked #245.

Wealth Enhancement Trust Services first reported a position in WEC in Q4 2025 and has held it in 3 quarters since. The position peaked at $336K in Q1 2026. 1,070 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Wealth Enhancement Trust Services held 2,721 shares of WEC Energy worth $318K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 179 WEC Energy shares in Q2 2026, an estimated $20.4K.
  • WEC Energy made up 0.04% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #245 holding.
  • Wealth Enhancement Trust Services first reported a position in WEC Energy in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's WEC Energy position peaked at $336K in Q1 2026.
  • 1,070 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.