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ALPS Advisors’s WEC Energy WEC Stock Holding History

ALPS Advisors’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 		$3.6M Buy
30,866
+19,165
+164% +$2.19M 0.02% 363
2026
Q1 		$1.35M Buy
11,701
+686
+6% +$77.1K 0.01% 499
2025
Q4 		$1.16M Buy
11,015
+3,051
+38% +$338K 0.01% 511
2025
Q3 		$913K Buy
7,964
+384
+5% +$41.6K 0.01% 533
2025
Q2 		$790K Buy
7,580
+4,221
+126% +$449K ﹤0.01% 572
2025
Q1 		$366K Sell
3,359
-341
-9% -$34.8K ﹤0.01% 689
2024
Q4 		$348K Hold
3,700
– – ﹤0.01% 798
2024
Q3 		$356K Buy
+3,700
New +$328K ﹤0.01% 838

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

ALPS Advisors's WEC Position: Q2 2026 in Review

ALPS Advisors increased its WEC Energy (WEC) stake by 164% in Q2 2026, buying an estimated $2.19M and bringing the position to 30,866 shares worth $3.6M. The position accounts for 0.02% of the portfolio, ranked #363.

ALPS Advisors first reported a position in WEC in Q3 2024 and has held it in 8 quarters since. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • ALPS Advisors held 30,866 shares of WEC Energy worth $3.6M as of Q2 2026.
  • ALPS Advisors bought 19,165 WEC Energy shares in Q2 2026, an estimated $2.19M.
  • WEC Energy made up 0.02% of ALPS Advisors's portfolio in Q2 2026, its #363 holding.
  • ALPS Advisors first reported a position in WEC Energy in Q3 2024 and has held it in 8 quarters since.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on ALPS Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.