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Arkadios Wealth Advisors’s WEC Energy WEC Stock Holding History

Arkadios Wealth 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 		$1.05M Sell
8,983
-2,378
-21% -$271K 0.02% 784
2026
Q1 		$1.32M Sell
11,361
-782
-6% -$87.9K 0.02% 671
2025
Q4 		$1.28M Buy
12,143
+1,744
+17% +$193K 0.02% 599
2025
Q3 		$1.19M Buy
10,399
+755
+8% +$81.8K 0.03% 574
2025
Q2 		$1M Buy
9,644
+753
+8% +$80.1K 0.03% 569
2025
Q1 		$969K Buy
+8,891
New +$908K 0.04% 468
2021
Q4 		– Sell
-3
Closed – – 1776
2021
Q3 		$0 Sell
3
-113
-97% -$10.6K ﹤0.01% 2075
2021
Q2 		$10K Hold
116
– – ﹤0.01% 1552
2021
Q1 		$10K Hold
116
– – ﹤0.01% 1206
2020
Q4 		$10K Sell
116
-18
-13% -$1.75K ﹤0.01% 977
2020
Q3 		$13.6K Hold
134
– – 0.01% 677
2020
Q2 		$11.8K Buy
134
+102
+319% +$9.2K 0.01% 652
2020
Q1 		$2.82K Hold
32
– – ﹤0.01% 884
2019
Q4 		$3.24K Buy
+32
New +$2.92K ﹤0.01% 762

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

Arkadios Wealth Advisors's WEC Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its WEC Energy (WEC) stake by 21% in Q2 2026, selling an estimated $271K and leaving 8,983 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #784.

Arkadios Wealth Advisors first reported a position in WEC in Q4 2019 and has held it in 14 quarters since. The position peaked at $1.32M in Q1 2026. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Arkadios Wealth Advisors held 8,983 shares of WEC Energy worth $1.05M as of Q2 2026.
  • Arkadios Wealth Advisors sold 2,378 WEC Energy shares in Q2 2026, an estimated $271K.
  • WEC Energy made up 0.02% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #784 holding.
  • Arkadios Wealth Advisors first reported a position in WEC Energy in Q4 2019 and has held it in 14 quarters since.
  • Arkadios Wealth Advisors's WEC Energy position peaked at $1.32M in Q1 2026.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.