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Annis Gardner Whiting Capital Advisors’s WEC Energy WEC Stock Holding History

Annis Gardner Whiting Capital 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 		– Sell
-338
Closed -$39.1K – 1247
2026
Q1 		$39.1K Sell
338
-287
-46% -$32.2K 0.01% 618
2025
Q4 		$65.9K Buy
625
+111
+22% +$12.3K 0.01% 483
2025
Q3 		$58.9K Sell
514
-125
-20% -$13.5K 0.01% 471
2025
Q2 		$66.6K Buy
639
+156
+32% +$16.6K 0.02% 373
2025
Q1 		$52.6K Hold
483
– – 0.02% 346
2024
Q4 		$45.4K Sell
483
-56
-10% -$5.43K 0.01% 354
2024
Q3 		$51.8K Hold
539
– – 0.01% 363
2024
Q2 		$42.3K Sell
539
-20
-4% -$1.63K 0.01% 428
2024
Q1 		$45.9K Buy
559
+94
+20% +$7.56K 0.02% 395
2023
Q4 		$39.1K Sell
465
-11
-2% -$906 0.02% 329
2023
Q3 		$38.3K Buy
+476
New +$41.4K 0.02% 311

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

Annis Gardner Whiting Capital Advisors's WEC Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of WEC Energy (WEC) in Q2 2026, closing a stake of 338 shares — an estimated $39.1K sold.

Annis Gardner Whiting Capital Advisors first reported a position in WEC in Q3 2023 and held it in 11 quarters. The position peaked at $66.6K in Q2 2025. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining WEC Energy position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 338 WEC Energy shares in Q2 2026, an estimated $39.1K.
  • Annis Gardner Whiting Capital Advisors first reported a position in WEC Energy in Q3 2023 and held it in 11 quarters.
  • Annis Gardner Whiting Capital Advisors's WEC Energy position peaked at $66.6K in Q2 2025.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.