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AlphaStar Capital Management’s WEC Energy WEC Stock Holding History

AlphaStar Capital 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 		$448K Sell
3,841
-348
-8% -$39.7K 0.03% 184
2026
Q1 		$485K Buy
4,189
+131
+3% +$14.7K 0.04% 144
2025
Q4 		$428K Sell
4,058
-1,754
-30% -$194K 0.03% 168
2025
Q3 		$666K Buy
5,812
+1,352
+30% +$147K 0.06% 113
2025
Q2 		$465K Sell
4,460
-1,791
-29% -$191K 0.03% 233
2025
Q1 		$681K Buy
6,251
+856
+16% +$87.4K 0.07% 104
2024
Q4 		$507K Buy
5,395
+2,639
+96% +$256K 0.05% 129
2024
Q3 		$265K Buy
+2,756
New +$244K 0.02% 321
2023
Q4 		– Sell
-6,686
Closed -$539K – 286
2023
Q3 		$539K Sell
6,686
-774
-10% -$67.3K 0.07% 171
2023
Q2 		$658K Sell
7,460
-6,567
-47% -$607K 0.07% 168
2023
Q1 		$1.32M Buy
14,027
+7,426
+112% +$688K 0.11% 112
2022
Q4 		$619K Buy
6,601
+540
+9% +$49.9K 0.06% 186
2022
Q3 		$542K Buy
6,061
+438
+8% +$44.7K 0.06% 185
2022
Q2 		$566K Buy
5,623
+1,247
+28% +$126K 0.05% 204
2022
Q1 		$437K Buy
+4,376
New +$413K 0.04% 263

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

AlphaStar Capital Management's WEC Position: Q2 2026 in Review

AlphaStar Capital Management reduced its WEC Energy (WEC) stake by 8.3% in Q2 2026, selling an estimated $39.7K and leaving 3,841 shares worth $448K. The position accounts for 0.03% of the portfolio, ranked #184.

AlphaStar Capital Management first reported a position in WEC in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.32M in Q1 2023. 1,410 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • AlphaStar Capital Management held 3,841 shares of WEC Energy worth $448K as of Q2 2026.
  • AlphaStar Capital Management sold 348 WEC Energy shares in Q2 2026, an estimated $39.7K.
  • WEC Energy made up 0.03% of AlphaStar Capital Management's portfolio in Q2 2026, its #184 holding.
  • AlphaStar Capital Management first reported a position in WEC Energy in Q1 2022 and has held it in 15 quarters since.
  • AlphaStar Capital Management's WEC Energy position peaked at $1.32M in Q1 2023.
  • 1,410 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on AlphaStar Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.