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Aaron Wealth Advisors’s WEC Energy WEC Stock Holding History

Aaron Wealth 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 		$622K Buy
5,326
+1,797
+51% +$205K 0.03% 363
2026
Q1 		$409K Sell
3,529
-2,553
-42% -$287K 0.02% 446
2025
Q4 		$641K Buy
6,082
+1,360
+29% +$151K 0.04% 372
2025
Q3 		$541K Buy
4,722
+1,941
+70% +$210K 0.03% 392
2025
Q2 		$290K Buy
2,781
+458
+20% +$48.7K 0.03% 366
2025
Q1 		$253K Sell
2,323
-408
-15% -$41.7K 0.03% 373
2024
Q4 		$257K Buy
+2,731
New +$265K 0.03% 360
2022
Q2 		– Sell
-63,179
Closed -$633K – 843
2022
Q1 		$633K Buy
+63,179
New +$5.97M 0.01% 462

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

Aaron Wealth Advisors's WEC Position: Q2 2026 in Review

Aaron Wealth Advisors increased its WEC Energy (WEC) stake by 51% in Q2 2026, buying an estimated $205K and bringing the position to 5,326 shares worth $622K. The position accounts for 0.03% of the portfolio, ranked #363.

Aaron Wealth Advisors first reported a position in WEC in Q1 2022 and has held it in 8 quarters since. The position peaked at $641K in Q4 2025. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Aaron Wealth Advisors held 5,326 shares of WEC Energy worth $622K as of Q2 2026.
  • Aaron Wealth Advisors bought 1,797 WEC Energy shares in Q2 2026, an estimated $205K.
  • WEC Energy made up 0.03% of Aaron Wealth Advisors's portfolio in Q2 2026, its #363 holding.
  • Aaron Wealth Advisors first reported a position in WEC Energy in Q1 2022 and has held it in 8 quarters since.
  • Aaron Wealth Advisors's WEC Energy position peaked at $641K in Q4 2025.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.