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WealthShield Partners’s WEC Energy WEC Stock Holding History

WealthShield Partners’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
-2,179
Closed -$252K – 605
2026
Q1 		$252K Hold
2,179
– – 0.03% 313
2025
Q4 		$230K Hold
2,179
– – 0.03% 316
2025
Q3 		$250K Hold
2,179
– – 0.03% 299
2025
Q2 		$227K Buy
+2,179
New +$232K 0.03% 305
2022
Q2 		– Sell
-2,081
Closed -$208K – 335
2022
Q1 		$208K Sell
2,081
-1,138
-35% -$107K 0.03% 313
2021
Q4 		$312K Buy
+3,219
New +$294K 0.05% 228
2021
Q3 		– Sell
-871
Closed -$89K – 744
2021
Q2 		$89K Buy
871
+760
+685% +$71.6K 0.01% 379
2021
Q1 		$10K Buy
+111
New +$9.68K ﹤0.01% 812

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

WealthShield Partners's WEC Position: Q2 2026 in Review

WealthShield Partners sold out of WEC Energy (WEC) in Q2 2026, closing a stake of 2,179 shares — an estimated $252K sold.

WealthShield Partners first reported a position in WEC in Q1 2021 and held it in 8 quarters. The position peaked at $312K in Q4 2021. 1,410 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • WealthShield Partners reported no remaining WEC Energy position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 2,179 WEC Energy shares in Q2 2026, an estimated $252K.
  • WealthShield Partners first reported a position in WEC Energy in Q1 2021 and held it in 8 quarters.
  • WealthShield Partners's WEC Energy position peaked at $312K in Q4 2021.
  • 1,410 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.