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Aptus Capital Advisors’s WEC Energy WEC Stock Holding History

Aptus 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 		$611K Sell
5,229
-150
-3% -$17.1K ﹤0.01% 733
2026
Q1 		$623K Sell
5,379
-1,265
-19% -$142K ﹤0.01% 663
2025
Q4 		$701K Buy
6,644
+61
+0.9% +$6.75K 0.01% 661
2025
Q3 		$754K Buy
6,583
+30
+0.5% +$3.25K 0.01% 607
2025
Q2 		$683K Sell
6,553
-206
-3% -$21.9K 0.01% 611
2025
Q1 		$737K Sell
6,759
-903
-12% -$92.2K 0.01% 564
2024
Q4 		$721K Buy
7,662
+2,326
+44% +$226K 0.01% 547
2024
Q3 		$513K Buy
5,336
+1,260
+31% +$112K 0.01% 531
2024
Q2 		$320K Buy
4,076
+84
+2% +$6.82K 0.01% 606
2024
Q1 		$328K Sell
3,992
-112
-3% -$9.01K 0.01% 611
2023
Q4 		$345K Sell
4,104
-714
-15% -$58.8K 0.01% 443
2023
Q3 		$388K Buy
4,818
+2,493
+107% +$217K 0.01% 434
2023
Q2 		$205K Buy
2,325
+184
+9% +$17K ﹤0.01% 480
2023
Q1 		$203K Buy
+2,141
New +$198K 0.01% 466
2022
Q4 		– Sell
-2,491
Closed -$223K – 845
2022
Q3 		$223K Buy
+2,491
New +$254K 0.01% 423

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

Aptus Capital Advisors's WEC Position: Q2 2026 in Review

Aptus Capital Advisors reduced its WEC Energy (WEC) stake by 2.8% in Q2 2026, selling an estimated $17.1K and leaving 5,229 shares worth $611K. The position accounts for ﹤0.01% of the portfolio, ranked #733.

Aptus Capital Advisors first reported a position in WEC in Q3 2022 and has held it in 15 quarters since. The position peaked at $754K in Q3 2025. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Aptus Capital Advisors held 5,229 shares of WEC Energy worth $611K as of Q2 2026.
  • Aptus Capital Advisors sold 150 WEC Energy shares in Q2 2026, an estimated $17.1K.
  • WEC Energy made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #733 holding.
  • Aptus Capital Advisors first reported a position in WEC Energy in Q3 2022 and has held it in 15 quarters since.
  • Aptus Capital Advisors's WEC Energy position peaked at $754K in Q3 2025.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.