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AlphaCore Capital’s WEC Energy WEC Stock Holding History

AlphaCore Capital’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 		$3.28M Buy
28,056
+4,509
+19% +$514K 0.06% 239
2026
Q1 		$2.73M Buy
23,547
+2,542
+12% +$286K 0.06% 217
2025
Q4 		$2.22M Buy
21,005
+8,669
+70% +$960K 0.05% 251
2025
Q3 		$1.41M Buy
12,336
+2,003
+19% +$217K 0.05% 236
2025
Q2 		$1.08M Buy
10,333
+2,525
+32% +$269K 0.04% 249
2025
Q1 		$851K Buy
7,808
+3,807
+95% +$389K 0.07% 188
2024
Q4 		$376K Sell
4,001
-533
-12% -$51.7K 0.08% 146
2024
Q3 		$436K Buy
4,534
+161
+4% +$14.3K 0.1% 122
2024
Q2 		$343K Sell
4,373
-2,012
-32% -$163K 0.08% 137
2024
Q1 		$524K Buy
6,385
+1,729
+37% +$139K 0.14% 94
2023
Q4 		$392K Buy
4,656
+906
+24% +$74.6K 0.06% 165
2023
Q3 		$302K Sell
3,750
-174
-4% -$15.1K 0.05% 184
2023
Q2 		$346K Sell
3,924
-141
-3% -$13K 0.06% 159
2023
Q1 		$385K Buy
+4,065
New +$376K 0.1% 95

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

AlphaCore Capital's WEC Position: Q2 2026 in Review

AlphaCore Capital increased its WEC Energy (WEC) stake by 19% in Q2 2026, buying an estimated $514K and bringing the position to 28,056 shares worth $3.28M. The position accounts for 0.06% of the portfolio, ranked #239.

AlphaCore Capital first reported a position in WEC in Q1 2023 and has held it in 14 quarters since. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • AlphaCore Capital held 28,056 shares of WEC Energy worth $3.28M as of Q2 2026.
  • AlphaCore Capital bought 4,509 WEC Energy shares in Q2 2026, an estimated $514K.
  • WEC Energy made up 0.06% of AlphaCore Capital's portfolio in Q2 2026, its #239 holding.
  • AlphaCore Capital first reported a position in WEC Energy in Q1 2023 and has held it in 14 quarters since.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.