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Advisor OS’s WEC Energy WEC Stock Holding History

Advisor OS’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 		$528K Sell
4,521
-196
-4% -$22.4K 0.04% 300
2026
Q1 		$546K Buy
4,717
+2,790
+145% +$313K 0.04% 284
2025
Q4 		$203K Sell
1,927
-1,346
-41% -$149K 0.02% 477
2025
Q3 		$375K Buy
3,273
+86
+3% +$9.32K 0.03% 324
2025
Q2 		$332K Sell
3,187
-58
-2% -$6.17K 0.03% 333
2025
Q1 		$354K Buy
3,245
+23
+0.7% +$2.35K 0.04% 293
2024
Q4 		$303K Buy
3,222
+110
+4% +$10.7K 0.04% 321
2024
Q3 		$299K Sell
3,112
-2,465
-44% -$218K 0.03% 324
2024
Q2 		$438K Buy
5,577
+364
+7% +$29.6K 0.05% 252
2024
Q1 		$428K Buy
5,213
+419
+9% +$33.7K 0.05% 257
2023
Q4 		$404K Buy
4,794
+2,108
+78% +$174K 0.05% 231
2023
Q3 		$216K Sell
2,686
-10
-0.4% -$869 0.03% 267
2023
Q2 		$238K Buy
+2,696
New +$249K 0.04% 265
2022
Q4 		– Sell
-2,627
Closed -$235K – 221
2022
Q3 		$235K Buy
+2,627
New +$268K 0.07% 176

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

Advisor OS's WEC Position: Q2 2026 in Review

Advisor OS reduced its WEC Energy (WEC) stake by 4.2% in Q2 2026, selling an estimated $22.4K and leaving 4,521 shares worth $528K. The position accounts for 0.04% of the portfolio, ranked #300.

Advisor OS first reported a position in WEC in Q3 2022 and has held it in 14 quarters since. The position peaked at $546K in Q1 2026. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Advisor OS held 4,521 shares of WEC Energy worth $528K as of Q2 2026.
  • Advisor OS sold 196 WEC Energy shares in Q2 2026, an estimated $22.4K.
  • WEC Energy made up 0.04% of Advisor OS's portfolio in Q2 2026, its #300 holding.
  • Advisor OS first reported a position in WEC Energy in Q3 2022 and has held it in 14 quarters since.
  • Advisor OS's WEC Energy position peaked at $546K in Q1 2026.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.