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Whipplewood Advisors’s WEC Energy WEC Stock Holding History

Whipplewood Advisors’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 		$934 Sell
8
-38
-83% -$4.34K ﹤0.01% 554
2026
Q1 		$5.33K Buy
46
+38
+475% +$4.27K ﹤0.01% 596
2025
Q4 		$844 Buy
+8
New +$886 ﹤0.01% 429
2025
Q3 		– Sell
-54
Closed -$5.63K – 1158
2025
Q2 		$5.63K Buy
54
+46
+575% +$4.89K ﹤0.01% 673
2025
Q1 		$5.88K Sell
8
-46
-85% -$4.7K ﹤0.01% 666
2024
Q4 		$5.08K Buy
+54
New +$5.24K ﹤0.01% 699

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 $3.38T AUM 44.17% 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

Whipplewood Advisors's WEC Position: Q2 2026 in Review

Whipplewood Advisors reduced its WEC Energy (WEC) stake by 83% in Q2 2026, selling an estimated $4.34K and leaving 8 shares worth $934. The position accounts for ﹤0.01% of the portfolio, ranked #554.

Whipplewood Advisors first reported a position in WEC in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.88K in Q1 2025. 1,412 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Whipplewood Advisors held 8 shares of WEC Energy worth $934 as of Q2 2026.
  • Whipplewood Advisors sold 38 WEC Energy shares in Q2 2026, an estimated $4.34K.
  • WEC Energy made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #554 holding.
  • Whipplewood Advisors first reported a position in WEC Energy in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's WEC Energy position peaked at $5.88K in Q1 2025.
  • 1,412 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.