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Alliance Wealth Advisors (Pennsylvania)’s WEC Energy WEC Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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 		$266K Sell
2,274
-32
-1% -$3.65K 0.09% 143
2026
Q1 		$267K Sell
2,306
-1
-0% -$112 0.12% 132
2025
Q4 		$243K Buy
2,307
+63
+3% +$6.97K 0.11% 142
2025
Q3 		$257K Buy
2,244
+67
+3% +$7.26K 0.12% 134
2025
Q2 		$227K Buy
2,177
+23
+1% +$2.45K 0.12% 139
2025
Q1 		$235K Buy
+2,154
New +$220K 0.13% 130

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

Alliance Wealth Advisors (Pennsylvania)'s WEC Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) reduced its WEC Energy (WEC) stake by 1.4% in Q2 2026, selling an estimated $3.65K and leaving 2,274 shares worth $266K. The position accounts for 0.09% of the portfolio, ranked #143.

Alliance Wealth Advisors (Pennsylvania) first reported a position in WEC in Q1 2025 and has held it in 6 quarters since. The position peaked at $267K in Q1 2026. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Alliance Wealth Advisors (Pennsylvania) held 2,274 shares of WEC Energy worth $266K as of Q2 2026.
  • Alliance Wealth Advisors (Pennsylvania) sold 32 WEC Energy shares in Q2 2026, an estimated $3.65K.
  • WEC Energy made up 0.09% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #143 holding.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in WEC Energy in Q1 2025 and has held it in 6 quarters since.
  • Alliance Wealth Advisors (Pennsylvania)'s WEC Energy position peaked at $267K in Q1 2026.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.