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Ameritas Advisory Services’s WEC Energy WEC Stock Holding History

Ameritas Advisory Services’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 		$3.86M Buy
33,072
+20,245
+158% +$2.31M 0.08% 238
2026
Q1 		$1.48M Sell
12,827
-1,124
-8% -$126K 0.06% 286
2025
Q4 		$1.47M Sell
13,951
-13,959
-50% -$1.55M 0.05% 291
2025
Q3 		$3.2M Buy
27,910
+11,981
+75% +$1.3M 0.21% 101
2025
Q2 		$1.66M Sell
15,929
-5,791
-27% -$616K 0.09% 233
2025
Q1 		$2.04M Sell
21,720
-4,791
-18% -$489K 0.08% 225
2024
Q4 		$2.49M Buy
26,511
+6,067
+30% +$588K 0.09% 214
2024
Q3 		$1.97M Sell
20,444
-4,666
-19% -$414K 0.08% 236
2024
Q2 		$1.97M Buy
25,110
+405
+2% +$32.9K 0.07% 255
2024
Q1 		$2.05M Buy
24,705
+6,277
+34% +$505K 0.08% 225
2023
Q4 		$1.44M Sell
18,428
-6,770
-27% -$558K 0.08% 222
2023
Q3 		$2.09M Buy
25,198
+5,114
+25% +$444K 0.1% 197
2023
Q2 		$1.79M Sell
20,084
-518
-3% -$47.9K 0.23% 98
2023
Q1 		$1.95M Sell
20,602
-4,142
-17% -$383K 0.1% 195
2022
Q4 		$2.32M Buy
24,744
+5,510
+29% +$509K 0.11% 198
2022
Q3 		$1.72M Buy
19,234
+3
+0% +$306 0.1% 194
2022
Q2 		$1.94M Buy
19,231
+2,946
+18% +$299K 0.11% 182
2022
Q1 		$1.63M Sell
16,285
-18
-0.1% -$1.7K 0.06% 243
2021
Q4 		$1.58M Buy
+16,303
New +$1.49M 0.06% 253

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

Ameritas Advisory Services's WEC Position: Q2 2026 in Review

Ameritas Advisory Services increased its WEC Energy (WEC) stake by 158% in Q2 2026, buying an estimated $2.31M and bringing the position to 33,072 shares worth $3.86M. The position accounts for 0.08% of the portfolio, ranked #238.

Ameritas Advisory Services first reported a position in WEC in Q4 2021 and has held it in 19 quarters since. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Ameritas Advisory Services held 33,072 shares of WEC Energy worth $3.86M as of Q2 2026.
  • Ameritas Advisory Services bought 20,245 WEC Energy shares in Q2 2026, an estimated $2.31M.
  • WEC Energy made up 0.08% of Ameritas Advisory Services's portfolio in Q2 2026, its #238 holding.
  • Ameritas Advisory Services first reported a position in WEC Energy in Q4 2021 and has held it in 19 quarters since.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.