Western Wealth Management’s WEC Energy WEC Stock Holding History

Western Wealth Management’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	$321K	Sell	2,747 -258	-9%	-$29.4K	0.01%	812
2026 Q1	$348K	Sell	3,005 -115	-4%	-$12.9K	0.01%	749
2025 Q4	$329K	Sell	3,120 -80	-3%	-$8.86K	0.02%	633
2025 Q3	$367K	Buy	3,200 +42	+1%	+$4.55K	0.02%	533
2025 Q2	$329K	Sell	3,158 -17	-0.5%	-$1.81K	0.02%	531
2025 Q1	$346K	Buy	3,175 +145	+5%	+$14.8K	0.02%	488
2024 Q4	$285K	Buy	3,030 +285	+10%	+$27.6K	0.02%	630
2024 Q3	$264K	Sell	2,745 -18	-0.7%	-$1.59K	0.02%	639
2024 Q2	$217K	Sell	2,763 -22	-0.8%	-$1.79K	0.02%	609
2024 Q1	$229K	Buy	2,785 +34	+1%	+$2.73K	0.02%	587
2023 Q4	$232K	Buy	2,751 +6	+0.2%	+$494	0.02%	622
2023 Q3	$221K	Buy	+2,745	New	+$239K	0.02%	580
2022 Q2	–	Sell	-2,214	Closed	-$221K	–	862
2022 Q1	$221K	Buy	+2,214	New	+$209K	0.01%	764

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

Western Wealth Management's WEC Position: Q2 2026 in Review

Western Wealth Management reduced its WEC Energy (WEC) stake by 8.6% in Q2 2026, selling an estimated $29.4K and leaving 2,747 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #812.

Western Wealth Management first reported a position in WEC in Q1 2022 and has held it in 13 quarters since. The position peaked at $367K in Q3 2025. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Western Wealth Management held 2,747 shares of WEC Energy worth $321K as of Q2 2026.
Western Wealth Management sold 258 WEC Energy shares in Q2 2026, an estimated $29.4K.
WEC Energy made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #812 holding.
Western Wealth Management first reported a position in WEC Energy in Q1 2022 and has held it in 13 quarters since.
Western Wealth Management's WEC Energy position peaked at $367K in Q3 2025.
1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.