AssuredPartners Investment Advisors’s WEC Energy WEC Stock Holding History

AssuredPartners Investment 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	$364K	Buy	3,115 +1,034	+50%	+$118K	0.04%	312
2026 Q1	$243K	Sell	2,081 -1,196	-36%	-$134K	0.03%	353
2025 Q4	$346K	Buy	3,277 +716	+28%	+$79.3K	0.05%	258
2025 Q3	$294K	Buy	+2,561	New	+$278K	0.07%	210
2025 Q2	–	Sell	-3,407	Closed	-$371K	–	332
2025 Q1	$371K	Sell	3,407 -778	-19%	-$79.5K	0.07%	242
2024 Q4	$394K	Buy	+4,185	New	+$406K	0.08%	233

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 $3.38T AUM 44.17% 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

AssuredPartners Investment Advisors's WEC Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its WEC Energy (WEC) stake by 50% in Q2 2026, buying an estimated $118K and bringing the position to 3,115 shares worth $364K. The position accounts for 0.04% of the portfolio, ranked #312.

AssuredPartners Investment Advisors first reported a position in WEC in Q4 2024 and has held it in 6 quarters since. The position peaked at $394K in Q4 2024. 1,412 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

AssuredPartners Investment Advisors held 3,115 shares of WEC Energy worth $364K as of Q2 2026.
AssuredPartners Investment Advisors bought 1,034 WEC Energy shares in Q2 2026, an estimated $118K.
WEC Energy made up 0.04% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #312 holding.
AssuredPartners Investment Advisors first reported a position in WEC Energy in Q4 2024 and has held it in 6 quarters since.
AssuredPartners Investment Advisors's WEC Energy position peaked at $394K in Q4 2024.
1,412 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

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