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Advisors Capital Management’s WEC Energy WEC Stock Holding History

Advisors Capital Management’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 		$743K Buy
6,362
+187
+3% +$21.3K 0.01% 378
2026
Q1 		$715K Buy
6,175
+990
+19% +$111K 0.01% 347
2025
Q4 		$547K Buy
5,185
+136
+3% +$15.1K 0.01% 383
2025
Q3 		$579K Sell
5,049
-48
-0.9% -$5.2K 0.01% 367
2025
Q2 		$531K Buy
5,097
+245
+5% +$26.1K 0.01% 364
2025
Q1 		$529K Buy
4,852
+177
+4% +$18.1K 0.01% 353
2024
Q4 		$440K Buy
4,675
+127
+3% +$12.3K 0.01% 392
2024
Q3 		$437K Sell
4,548
-101
-2% -$8.95K 0.01% 381
2024
Q2 		$365K Buy
4,649
+183
+4% +$14.9K 0.01% 392
2024
Q1 		$367K Sell
4,466
-2
-0% -$161 0.01% 391
2023
Q4 		$376K Sell
4,468
-9
-0.2% -$741 0.01% 377
2023
Q3 		$361K Sell
4,477
-87
-2% -$7.56K 0.01% 336
2023
Q2 		$403K Sell
4,564
-190
-4% -$17.6K 0.01% 338
2023
Q1 		$451K Sell
4,754
-123
-3% -$11.4K 0.01% 315
2022
Q4 		$457K Buy
4,877
+78
+2% +$7.21K 0.01% 321
2022
Q3 		$444K Buy
4,799
+108
+2% +$11K 0.01% 330
2022
Q2 		$472K Buy
4,691
+18
+0.4% +$1.82K 0.01% 301
2022
Q1 		$466K Sell
4,673
-7
-0.1% -$661 0.01% 317
2021
Q4 		$454K Buy
4,680
+51
+1% +$4.66K 0.01% 322
2021
Q3 		$408K Buy
4,629
+1
+0% +$94 0.01% 318
2021
Q2 		$412K Buy
4,628
+8
+0.2% +$754 0.01% 300
2021
Q1 		$432K Sell
4,620
-225
-5% -$19.6K 0.02% 281
2020
Q4 		$445K Sell
4,845
-69
-1% -$6.71K 0.02% 268
2020
Q3 		$477K Buy
4,914
+255
+5% +$23.8K 0.02% 236
2020
Q2 		$408K Sell
4,659
-18
-0.4% -$1.62K 0.02% 234
2020
Q1 		$412K Buy
4,677
+8
+0.2% +$769 0.03% 216
2019
Q4 		$431K Sell
4,669
-59
-1% -$5.38K 0.02% 263
2019
Q3 		$450K Buy
+4,728
New +$426K 0.02% 234

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

Advisors Capital Management's WEC Position: Q2 2026 in Review

Advisors Capital Management increased its WEC Energy (WEC) stake by 3% in Q2 2026, buying an estimated $21.3K and bringing the position to 6,362 shares worth $743K. The position accounts for 0.01% of the portfolio, ranked #378.

Advisors Capital Management first reported a position in WEC in Q3 2019 and has held it in 28 quarters since. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Advisors Capital Management held 6,362 shares of WEC Energy worth $743K as of Q2 2026.
  • Advisors Capital Management bought 187 WEC Energy shares in Q2 2026, an estimated $21.3K.
  • WEC Energy made up 0.01% of Advisors Capital Management's portfolio in Q2 2026, its #378 holding.
  • Advisors Capital Management first reported a position in WEC Energy in Q3 2019 and has held it in 28 quarters since.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.