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Advyzon Investment Management’s WEC Energy WEC Stock Holding History

Advyzon Investment 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 		$509K Sell
4,359
-543
-11% -$62K 0.04% 468
2026
Q1 		$567K Buy
4,902
+2,293
+88% +$258K 0.05% 356
2025
Q4 		$275K Buy
+2,609
New +$289K 0.03% 464

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

Advyzon Investment Management's WEC Position: Q2 2026 in Review

Advyzon Investment Management reduced its WEC Energy (WEC) stake by 11% in Q2 2026, selling an estimated $62K and leaving 4,359 shares worth $509K. The position accounts for 0.04% of the portfolio, ranked #468.

Advyzon Investment Management first reported a position in WEC in Q4 2025 and has held it in 3 quarters since. The position peaked at $567K in Q1 2026. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Advyzon Investment Management held 4,359 shares of WEC Energy worth $509K as of Q2 2026.
  • Advyzon Investment Management sold 543 WEC Energy shares in Q2 2026, an estimated $62K.
  • WEC Energy made up 0.04% of Advyzon Investment Management's portfolio in Q2 2026, its #468 holding.
  • Advyzon Investment Management first reported a position in WEC Energy in Q4 2025 and has held it in 3 quarters since.
  • Advyzon Investment Management's WEC Energy position peaked at $567K in Q1 2026.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.