American Capital Advisory’s WEC Energy WEC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.57K Buy
22
+13
+144% +$1.48K ﹤0.01% 569
2026
Q1
$1.04K Hold
9
﹤0.01% 683
2025
Q4
$950 Hold
9
﹤0.01% 612
2025
Q3
$1.03K Buy
9
+3
+50% +$325 ﹤0.01% 533
2025
Q2
$626 Buy
6
+3
+100% +$319 ﹤0.01% 573
2025
Q1
$327 Buy
+3
New +$306 ﹤0.01% 596

Other funds holding WEC

American Capital Advisory's WEC Position: Q2 2026 in Review

American Capital Advisory increased its WEC Energy (WEC) stake by 144% in Q2 2026, buying an estimated $1.48K and bringing the position to 22 shares worth $2.57K. The position accounts for ﹤0.01% of the portfolio, ranked #569.

American Capital Advisory first reported a position in WEC in Q1 2025 and has held it in 6 quarters since. 1,407 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • American Capital Advisory held 22 shares of WEC Energy worth $2.57K as of Q2 2026.
  • American Capital Advisory bought 13 WEC Energy shares in Q2 2026, an estimated $1.48K.
  • WEC Energy made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #569 holding.
  • American Capital Advisory first reported a position in WEC Energy in Q1 2025 and has held it in 6 quarters since.
  • 1,407 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.