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Astoria Portfolio Advisors’s WEC Energy WEC Stock Holding History

Astoria Portfolio 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 		$366K Buy
3,134
+803
+34% +$91.6K 0.06% 232
2026
Q1 		$268K Sell
2,331
-60
-3% -$6.74K 0.06% 237
2025
Q4 		$277K Buy
2,391
+533
+29% +$59K 0.06% 227
2025
Q3 		$213K Buy
+1,858
New +$201K 0.06% 249
2025
Q1 		– Sell
-2,497
Closed -$236K – 262
2024
Q4 		$236K Buy
2,497
+355
+17% +$34.4K 0.08% 184
2024
Q3 		$204K Buy
+2,142
New +$190K 0.07% 200

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 $3.38T AUM 44.17% 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

Astoria Portfolio Advisors's WEC Position: Q2 2026 in Review

Astoria Portfolio Advisors increased its WEC Energy (WEC) stake by 34% in Q2 2026, buying an estimated $91.6K and bringing the position to 3,134 shares worth $366K. The position accounts for 0.06% of the portfolio, ranked #232.

Astoria Portfolio Advisors first reported a position in WEC in Q3 2024 and has held it in 6 quarters since. 1,412 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Astoria Portfolio Advisors held 3,134 shares of WEC Energy worth $366K as of Q2 2026.
  • Astoria Portfolio Advisors bought 803 WEC Energy shares in Q2 2026, an estimated $91.6K.
  • WEC Energy made up 0.06% of Astoria Portfolio Advisors's portfolio in Q2 2026, its #232 holding.
  • Astoria Portfolio Advisors first reported a position in WEC Energy in Q3 2024 and has held it in 6 quarters since.
  • 1,412 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Astoria Portfolio Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.