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Atlas Capital Advisors’s WEC Energy WEC Stock Holding History

Atlas 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 		$5.96K Buy
51
+13
+34% +$1.48K ﹤0.01% 923
2026
Q1 		$4.4K Buy
38
+31
+443% +$3.48K ﹤0.01% 841
2025
Q4 		$738 Buy
+7
New +$775 ﹤0.01% 915
2022
Q1 		– Sell
-34
Closed -$3.3K – 971
2021
Q4 		$3.3K Hold
34
– – ﹤0.01% 824
2021
Q3 		$3K Hold
34
– – ﹤0.01% 841
2021
Q2 		$3.02K Buy
+34
New +$3.2K ﹤0.01% 856
2020
Q1 		– Sell
-375
Closed -$34.6K – 715
2019
Q4 		$34.6K Sell
375
-4,029
-91% -$367K 0.01% 499
2019
Q3 		$419K Buy
+4,404
New +$397K 0.13% 202

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

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

Atlas Capital Advisors increased its WEC Energy (WEC) stake by 34% in Q2 2026, buying an estimated $1.48K and bringing the position to 51 shares worth $5.96K. The position accounts for ﹤0.01% of the portfolio, ranked #923.

Atlas Capital Advisors first reported a position in WEC in Q3 2019 and has held it in 8 quarters since. The position peaked at $419K in Q3 2019. 1,410 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Atlas Capital Advisors held 51 shares of WEC Energy worth $5.96K as of Q2 2026.
  • Atlas Capital Advisors bought 13 WEC Energy shares in Q2 2026, an estimated $1.48K.
  • WEC Energy made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q2 2026, its #923 holding.
  • Atlas Capital Advisors first reported a position in WEC Energy in Q3 2019 and has held it in 8 quarters since.
  • Atlas Capital Advisors's WEC Energy position peaked at $419K in Q3 2019.
  • 1,410 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

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