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Advocate Investing Services’s WEC Energy WEC Stock Holding History

Advocate Investing Services’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 		$11.7K Hold
100
– – 0.01% 257
2026
Q1 		$11.6K Hold
100
– – 0.01% 237
2025
Q4 		$10.5K Buy
+100
New +$11.1K 0.01% 227

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

Advocate Investing Services's WEC Position: Q2 2026 in Review

Advocate Investing Services held its WEC Energy (WEC) position steady in Q2 2026 at 100 shares worth $11.7K. The position accounts for 0.01% of the portfolio, ranked #257.

Advocate Investing Services first reported a position in WEC in Q4 2025 and has held it in 3 quarters since. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Advocate Investing Services held 100 shares of WEC Energy worth $11.7K as of Q2 2026.
  • Advocate Investing Services left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up 0.01% of Advocate Investing Services's portfolio in Q2 2026, its #257 holding.
  • Advocate Investing Services first reported a position in WEC Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.