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Zhang Financial’s WEC Energy WEC Stock Holding History

Zhang Financial’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 		$459K Sell
3,928
-3
-0.1% -$342 0.01% 273
2026
Q1 		$455K Sell
3,931
-65
-2% -$7.3K 0.02% 257
2025
Q4 		$421K Hold
3,996
– – 0.02% 236
2025
Q3 		$458K Buy
+3,996
New +$433K 0.02% 224
2025
Q2 		– Sell
-4,967
Closed -$541K – 315
2025
Q1 		$541K Buy
4,967
+6
+0.1% +$613 0.03% 201
2024
Q4 		$467K Sell
4,961
-2,511
-34% -$243K 0.03% 205
2024
Q3 		$719K Buy
+7,472
New +$662K 0.05% 171

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

Zhang Financial's WEC Position: Q2 2026 in Review

Zhang Financial reduced its WEC Energy (WEC) stake by 0.08% in Q2 2026, selling an estimated $342 and leaving 3,928 shares worth $459K. The position accounts for 0.01% of the portfolio, ranked #273.

Zhang Financial first reported a position in WEC in Q3 2024 and has held it in 7 quarters since. The position peaked at $719K in Q3 2024. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Zhang Financial held 3,928 shares of WEC Energy worth $459K as of Q2 2026.
  • Zhang Financial sold 3 WEC Energy shares in Q2 2026, an estimated $342.
  • WEC Energy made up 0.01% of Zhang Financial's portfolio in Q2 2026, its #273 holding.
  • Zhang Financial first reported a position in WEC Energy in Q3 2024 and has held it in 7 quarters since.
  • Zhang Financial's WEC Energy position peaked at $719K in Q3 2024.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.