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

Alliance Wealth Advisors (Utah)’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 		$1.28M Sell
10,984
-5,239
-32% -$598K 0.24% 52
2026
Q1 		$1.88M Sell
16,223
-8,190
-34% -$920K 0.41% 40
2025
Q4 		$2.57M Sell
24,413
-12,422
-34% -$1.38M 0.56% 50
2025
Q3 		$4.22M Sell
36,835
-952
-3% -$103K 0.99% 27
2025
Q2 		$3.94M Buy
37,787
+816
+2% +$86.8K 0.95% 28
2025
Q1 		$4.03M Buy
36,971
+23
+0.1% +$2.35K 1.05% 20
2024
Q4 		$3.47M Buy
36,948
+1,016
+3% +$98.5K 0.9% 32
2024
Q3 		$3.46M Buy
35,932
+1,720
+5% +$152K 0.91% 40
2024
Q2 		$2.68M Buy
34,212
+1,488
+5% +$121K 0.79% 44
2024
Q1 		$2.69M Buy
32,724
+9,221
+39% +$742K 0.8% 44
2023
Q4 		$1.98M Buy
23,503
+838
+4% +$69K 0.66% 50
2023
Q3 		$1.83M Buy
22,665
+1,235
+6% +$107K 0.68% 48
2023
Q2 		$1.89M Buy
21,430
+766
+4% +$70.8K 0.7% 49
2023
Q1 		$1.96M Buy
20,664
+623
+3% +$57.7K 0.79% 41
2022
Q4 		$1.88M Buy
+20,041
New +$1.85M 0.84% 36

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 (Utah)'s WEC Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) reduced its WEC Energy (WEC) stake by 32% in Q2 2026, selling an estimated $598K and leaving 10,984 shares worth $1.28M. The position accounts for 0.24% of the portfolio, ranked #52.

Alliance Wealth Advisors (Utah) first reported a position in WEC in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.22M in Q3 2025. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 10,984 shares of WEC Energy worth $1.28M as of Q2 2026.
  • Alliance Wealth Advisors (Utah) sold 5,239 WEC Energy shares in Q2 2026, an estimated $598K.
  • WEC Energy made up 0.24% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #52 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in WEC Energy in Q4 2022 and has held it in 15 quarters since.
  • Alliance Wealth Advisors (Utah)'s WEC Energy position peaked at $4.22M in Q3 2025.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.