WealthTrust Axiom’s WEC Energy WEC Stock Holding History

WealthTrust Axiom’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	$428K	Hold	3,666	–	–	0.1%	172
2026 Q1	$424K	Hold	3,666	–	–	0.1%	161
2025 Q4	$387K	Hold	3,666	–	–	0.1%	165
2025 Q3	$420K	Hold	3,666	–	–	0.11%	158
2025 Q2	$382K	Hold	3,666	–	–	0.11%	161
2025 Q1	$400K	Sell	3,666 -150	-4%	-$15.3K	0.12%	154
2024 Q4	$359K	Hold	3,816	–	–	0.11%	173
2024 Q3	$367K	Hold	3,816	–	–	0.11%	169
2024 Q2	$299K	Hold	3,816	–	–	0.1%	177
2024 Q1	$313K	Hold	3,816	–	–	0.1%	177
2023 Q4	$321K	Hold	3,816	–	–	0.11%	174
2023 Q3	$307K	Hold	3,816	–	–	0.11%	165
2023 Q2	$337K	Hold	3,816	–	–	0.11%	168
2023 Q1	$362K	Hold	3,816	–	–	0.12%	162
2022 Q4	$358K	Hold	3,816	–	–	0.12%	155
2022 Q3	$341K	Hold	3,816	–	–	0.13%	150
2022 Q2	$384K	Hold	3,816	–	–	0.14%	145
2022 Q1	$380K	Hold	3,816	–	–	0.12%	157
2021 Q4	$370K	Hold	3,816	–	–	0.12%	159
2021 Q3	$336K	Hold	3,816	–	–	0.11%	156
2021 Q2	$339K	Buy	3,816 +1,466	+62%	+$138K	0.11%	162
2021 Q1	$219K	Hold	2,350	–	–	0.07%	202
2020 Q4	$216K	Hold	2,350	–	–	0.08%	195
2020 Q3	$227K	Hold	2,350	–	–	0.1%	160
2020 Q2	$205K	Hold	2,350	–	–	0.09%	168
2020 Q1	$207K	Sell	2,350 -704	-23%	-$67.7K	0.1%	154
2019 Q4	$281K	Hold	3,054	–	–	0.09%	158
2019 Q3	$290K	Hold	3,054	–	–	0.1%	154
2019 Q2	$254K	Hold	3,054	–	–	0.09%	173
2019 Q1	$241K	Hold	3,054	–	–	0.09%	179
2018 Q4	$211K	Sell	3,054 -539	-15%	-$37.8K	0.09%	178
2018 Q3	$239K	Sell	3,593 -1,000	-22%	-$66.7K	0.08%	189
2018 Q2	$296K	Hold	4,593	–	–	0.1%	164
2018 Q1	$287K	Hold	4,593	–	–	0.1%	169
2017 Q4	$305K	Hold	4,593	–	–	0.11%	157
2017 Q3	$288K	Hold	4,593	–	–	0.11%	165
2017 Q2	$281K	Hold	4,593	–	–	0.11%	170
2017 Q1	$278K	Sell	4,593 -300	-6%	-$17.7K	0.1%	171
2016 Q4	$286K	Hold	4,893	–	–	0.1%	162
2016 Q3	$292K	Hold	4,893	–	–	0.11%	151
2016 Q2	$319K	Hold	4,893	–	–	0.12%	140
2016 Q1	$293K	Hold	4,893	–	–	0.12%	146
2015 Q4	$251K	Sell	4,893 -1,936	-28%	-$98.8K	0.1%	161
2015 Q3	$356K	Buy	6,829 +300	+5%	+$14.6K	0.15%	118
2015 Q2	$293K	Buy	+6,529	New	+$313K	0.11%	148

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

WealthTrust Axiom's WEC Position: Q2 2026 in Review

WealthTrust Axiom held its WEC Energy (WEC) position steady in Q2 2026 at 3,666 shares worth $428K. The position accounts for 0.1% of the portfolio, ranked #172.

WealthTrust Axiom first reported a position in WEC in Q2 2015 and has held it in 45 quarters since. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

WealthTrust Axiom held 3,666 shares of WEC Energy worth $428K as of Q2 2026.
WealthTrust Axiom left its WEC Energy share count unchanged in Q2 2026.
WEC Energy made up 0.1% of WealthTrust Axiom's portfolio in Q2 2026, its #172 holding.
WealthTrust Axiom first reported a position in WEC Energy in Q2 2015 and has held it in 45 quarters since.
1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.