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Allworth Financial’s WEC Energy WEC Stock Holding History

Allworth Financial’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 		$5.38M Sell
46,051
-4,221
-8% -$482K 0.02% 337
2026
Q1 		$5.82M Buy
50,272
+1,323
+3% +$149K 0.02% 338
2025
Q4 		$5.16M Buy
48,949
+5,827
+14% +$645K 0.02% 350
2025
Q3 		$4.94M Sell
43,122
-174
-0.4% -$18.9K 0.02% 321
2025
Q2 		$4.51M Buy
43,296
+7,808
+22% +$831K 0.02% 323
2025
Q1 		$3.86M Sell
35,488
-446
-1% -$45.5K 0.02% 290
2024
Q4 		$3.51M Buy
35,934
+30,269
+534% +$2.93M 0.02% 309
2024
Q3 		$545K Sell
5,665
-1,333
-19% -$118K ﹤0.01% 557
2024
Q2 		$571K Sell
6,998
-4,688
-40% -$381K ﹤0.01% 543
2024
Q1 		$960K Sell
11,686
-2,607
-18% -$210K 0.01% 417
2023
Q4 		$1.2M Buy
14,293
+1,340
+10% +$110K 0.01% 385
2023
Q3 		$1.04M Sell
12,953
-1,807
-12% -$157K 0.01% 370
2023
Q2 		$1.3M Sell
14,760
-236
-2% -$21.8K 0.01% 342
2023
Q1 		$1.42M Buy
14,996
+438
+3% +$40.6K 0.01% 308
2022
Q4 		$1.36M Buy
14,558
+4,170
+40% +$385K 0.02% 306
2022
Q3 		$929K Buy
10,388
+117
+1% +$12K 0.01% 337
2022
Q2 		$1.03M Buy
10,271
+7,543
+277% +$765K 0.01% 304
2022
Q1 		$272K Hold
2,728
– – ﹤0.01% 501
2021
Q4 		$265K Buy
2,728
+501
+22% +$45.8K ﹤0.01% 471
2021
Q3 		$196K Buy
2,227
+95
+4% +$8.91K ﹤0.01% 488
2021
Q2 		$190K Buy
2,132
+424
+25% +$39.9K ﹤0.01% 377
2021
Q1 		$160K Buy
1,708
+314
+23% +$27.4K ﹤0.01% 383
2020
Q4 		$128K Buy
1,394
+3
+0.2% +$292 ﹤0.01% 339
2020
Q3 		$135K Buy
1,391
+2
+0.1% +$186 ﹤0.01% 288
2020
Q2 		$122K Sell
1,389
-11,581
-89% -$1.04M ﹤0.01% 291
2020
Q1 		$1.14M Buy
12,970
+11,267
+662% +$1.08M 0.04% 98
2019
Q4 		$157K Buy
1,703
+322
+23% +$29.4K 0.01% 213
2019
Q3 		$131K Buy
1,381
+92
+7% +$8.29K 0.01% 207
2019
Q2 		$107K Buy
1,289
+3
+0.2% +$241 ﹤0.01% 227
2019
Q1 		$102K Buy
1,286
+285
+28% +$21.1K ﹤0.01% 231
2018
Q4 		$69K Hold
1,001
– – ﹤0.01% 250
2018
Q3 		$67K Sell
1,001
-43
-4% -$2.87K ﹤0.01% 255
2018
Q2 		$67K Buy
1,044
+40
+4% +$2.49K ﹤0.01% 241
2018
Q1 		$63K Sell
1,004
-2
-0.2% -$124 ﹤0.01% 221
2017
Q4 		$67K Buy
1,006
+5
+0.5% +$335 0.01% 211
2017
Q3 		$63K Hold
1,001
– – 0.01% 211
2017
Q2 		$61K Sell
1,001
-250
-20% -$15.4K 0.01% 226
2017
Q1 		$76K Sell
1,251
-42
-3% -$2.48K 0.01% 189
2016
Q4 		$76K Hold
1,293
– – 0.01% 175
2016
Q3 		$77K Sell
1,293
-18
-1% -$1.12K 0.01% 173
2016
Q2 		$86K Buy
1,311
+619
+89% +$37.2K 0.01% 159
2016
Q1 		$42K Sell
692
-700
-50% -$39.2K 0.01% 228
2015
Q4 		$71K Buy
1,392
+42
+3% +$2.14K 0.01% 178
2015
Q3 		$70K Hold
1,350
– – 0.02% 174
2015
Q2 		$61K Hold
1,350
– – 0.02% 192
2015
Q1 		$67K Buy
+1,350
New +$70.6K 0.02% 178

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

Allworth Financial's WEC Position: Q2 2026 in Review

Allworth Financial reduced its WEC Energy (WEC) stake by 8.4% in Q2 2026, selling an estimated $482K and leaving 46,051 shares worth $5.38M. The position accounts for 0.02% of the portfolio, ranked #337.

Allworth Financial first reported a position in WEC in Q1 2015 and has held it in 46 quarters since. The position peaked at $5.82M in Q1 2026. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Allworth Financial held 46,051 shares of WEC Energy worth $5.38M as of Q2 2026.
  • Allworth Financial sold 4,221 WEC Energy shares in Q2 2026, an estimated $482K.
  • WEC Energy made up 0.02% of Allworth Financial's portfolio in Q2 2026, its #337 holding.
  • Allworth Financial first reported a position in WEC Energy in Q1 2015 and has held it in 46 quarters since.
  • Allworth Financial's WEC Energy position peaked at $5.82M in Q1 2026.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.