Addison Advisors’s WEC Energy WEC Stock Holding History

Addison 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	$34.2K	Sell	293 -1,648	-85%	-$188K	0.02%	284
2026 Q1	$225K	Hold	1,941	–	–	0.05%	207
2025 Q4	$205K	Hold	1,941	–	–	0.05%	217
2025 Q3	$222K	Sell	1,941 -48	-2%	-$5.2K	0.05%	207
2025 Q2	$207K	Buy	1,989 +40	+2%	+$4.26K	0.05%	215
2025 Q1	$212K	Hold	1,949	–	–	0.06%	196
2024 Q4	$183K	Hold	1,949	–	–	0.05%	219
2024 Q3	$187K	Hold	1,949	–	–	0.05%	221
2024 Q2	$153K	Buy	1,949 +23	+1%	+$1.87K	0.05%	238
2024 Q1	$158K	Hold	1,926	–	–	0.05%	227
2023 Q4	$162K	Hold	1,926	–	–	0.06%	204
2023 Q3	$155K	Hold	1,926	–	–	0.07%	183
2023 Q2	$170K	Hold	1,926	–	–	0.08%	175
2023 Q1	$183K	Sell	1,926 -404	-17%	-$37.4K	0.1%	146
2022 Q4	$218K	Hold	2,330	–	–	0.13%	121
2022 Q3	$208K	Hold	2,330	–	–	0.13%	115
2022 Q2	$234K	Buy	2,330 +400	+21%	+$40.6K	0.14%	110
2022 Q1	$193K	Hold	1,930	–	–	0.11%	142
2021 Q4	$187K	Buy	1,930 +4	+0.2%	+$366	0.12%	124
2021 Q3	$170K	Hold	1,926	–	–	0.14%	87
2021 Q2	$171K	Buy	+1,926	New	+$181K	0.14%	91
2020 Q4	$177K	Buy	+1,926	New	+$187K	0.17%	83

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

Addison Advisors's WEC Position: Q2 2026 in Review

Addison Advisors reduced its WEC Energy (WEC) stake by 85% in Q2 2026, selling an estimated $188K and leaving 293 shares worth $34.2K. The position accounts for 0.02% of the portfolio, ranked #284.

Addison Advisors first reported a position in WEC in Q4 2020 and has held it in 22 quarters since. The position peaked at $234K in Q2 2022. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Addison Advisors held 293 shares of WEC Energy worth $34.2K as of Q2 2026.
Addison Advisors sold 1,648 WEC Energy shares in Q2 2026, an estimated $188K.
WEC Energy made up 0.02% of Addison Advisors's portfolio in Q2 2026, its #284 holding.
Addison Advisors first reported a position in WEC Energy in Q4 2020 and has held it in 22 quarters since.
Addison Advisors's WEC Energy position peaked at $234K in Q2 2022.
1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.