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West Family Investments’s WEC Energy WEC Stock Holding History

West Family 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 		$451K Buy
3,864
+11
+0.3% +$1.25K 0.13% 211
2026
Q1 		$446K Buy
3,853
+9
+0.2% +$1.01K 0.16% 122
2025
Q4 		$405K Sell
3,844
-409
-10% -$45.3K 0.1% 210
2025
Q3 		$487K Buy
4,253
+38
+0.9% +$4.12K 0.11% 182
2025
Q2 		$439K Sell
4,215
-1
-0% -$106 0.11% 183
2025
Q1 		$459K Buy
4,216
+63
+2% +$6.43K 0.17% 121
2024
Q4 		$391K Buy
4,153
+898
+28% +$87.1K 0.14% 151
2024
Q3 		$313K Buy
3,255
+101
+3% +$8.95K 0.11% 200
2024
Q2 		$247K Sell
3,154
-1,856
-37% -$151K 0.07% 204
2024
Q1 		$411K Buy
+5,010
New +$403K 0.13% 132
2023
Q4 		– Sell
-5,164
Closed -$416K – 263
2023
Q3 		$416K Buy
5,164
+1,983
+62% +$172K 0.15% 110
2023
Q2 		$281K Sell
3,181
-2,262
-42% -$209K 0.11% 165
2023
Q1 		$516K Sell
5,443
-293
-5% -$27.1K 0.2% 87
2022
Q4 		$538K Buy
5,736
+1,067
+23% +$98.6K 0.18% 96
2022
Q3 		$418K Buy
4,669
+983
+27% +$100K 0.17% 111
2022
Q2 		$371K Buy
+3,686
New +$374K 0.15% 124
2021
Q4 		– Sell
-10,108
Closed -$892K – 374
2021
Q3 		$892K Buy
10,108
+2,154
+27% +$202K 0.23% 79
2021
Q2 		$708K Buy
+7,954
New +$749K 0.19% 89

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

West Family Investments's WEC Position: Q2 2026 in Review

West Family Investments increased its WEC Energy (WEC) stake by 0.29% in Q2 2026, buying an estimated $1.25K and bringing the position to 3,864 shares worth $451K. The position accounts for 0.13% of the portfolio, ranked #211.

West Family Investments first reported a position in WEC in Q2 2021 and has held it in 18 quarters since. The position peaked at $892K in Q3 2021. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • West Family Investments held 3,864 shares of WEC Energy worth $451K as of Q2 2026.
  • West Family Investments bought 11 WEC Energy shares in Q2 2026, an estimated $1.25K.
  • WEC Energy made up 0.13% of West Family Investments's portfolio in Q2 2026, its #211 holding.
  • West Family Investments first reported a position in WEC Energy in Q2 2021 and has held it in 18 quarters since.
  • West Family Investments's WEC Energy position peaked at $892K in Q3 2021.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.