Arax Advisory Partners’s WEC Energy WEC Stock Holding History

Arax Advisory Partners’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	$4.61M	Buy	39,446 +17,723	+82%	+$2.02M	0.03%	513
2026 Q1	$2.51M	Buy	21,723 +14,858	+216%	+$1.67M	0.07%	224
2025 Q4	$724K	Sell	6,865 -1,052	-13%	-$116K	0.02%	470
2025 Q3	$907K	Buy	7,917 +4,961	+168%	+$538K	0.01%	675
2025 Q2	$308K	Sell	2,956 -133	-4%	-$14.2K	0.01%	521
2025 Q1	$337K	Sell	3,089 -59	-2%	-$6.03K	0.02%	395
2024 Q4	$296K	Buy	3,148 +2,587	+461%	+$251K	0.02%	407
2024 Q3	$54K	Sell	561 -7	-1%	-$620	﹤0.01%	693
2024 Q2	$44.6K	Buy	568 +555	+4,269%	+$45.1K	﹤0.01%	702
2024 Q1	$1.08K	Buy	+13	New	+$1.04K	﹤0.01%	1144
2023 Q4	–	Sell	-7	Closed	-$564	–	1439
2023 Q3	$564	Sell	7 -55	-89%	-$4.78K	﹤0.01%	1229
2023 Q2	$5.49K	Buy	62 +2	+3%	+$185	﹤0.01%	847
2023 Q1	$5.71K	Buy	60 +42	+233%	+$3.89K	﹤0.01%	809
2022 Q4	$1.69K	Sell	18 -55	-75%	-$5.08K	﹤0.01%	972
2022 Q3	$7K	Buy	73 +21	+40%	+$2.15K	﹤0.01%	729
2022 Q2	$5K	Buy	+52	New	+$5.27K	﹤0.01%	803
2022 Q1	–	Sell	-18	Closed	-$2K	–	1216
2021 Q4	$2K	Buy	+18	New	+$1.65K	﹤0.01%	941
2020 Q1	–	Sell	-118	Closed	-$11K	–	723
2019 Q4	$11K	Buy	118 +1	+0.9%	+$91	﹤0.01%	458
2019 Q3	$11K	Buy	117 +1	+0.9%	+$90	﹤0.01%	456
2019 Q2	$10K	Buy	+116	New	+$9.3K	﹤0.01%	469
2018 Q4	$8K	Buy	115 +1	+0.9%	+$70	﹤0.01%	458
2018 Q3	$8K	Buy	+114	New	+$7.6K	﹤0.01%	494

Other funds holding WEC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Arax Advisory Partners's WEC Position: Q2 2026 in Review

Arax Advisory Partners increased its WEC Energy (WEC) stake by 82% in Q2 2026, buying an estimated $2.02M and bringing the position to 39,446 shares worth $4.61M. The position accounts for 0.03% of the portfolio, ranked #513.

Arax Advisory Partners first reported a position in WEC in Q3 2018 and has held it in 22 quarters since. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Arax Advisory Partners held 39,446 shares of WEC Energy worth $4.61M as of Q2 2026.
Arax Advisory Partners bought 17,723 WEC Energy shares in Q2 2026, an estimated $2.02M.
WEC Energy made up 0.03% of Arax Advisory Partners's portfolio in Q2 2026, its #513 holding.
Arax Advisory Partners first reported a position in WEC Energy in Q3 2018 and has held it in 22 quarters since.
1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.