Avanza Fonder
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Avanza Fonder’s WEC Energy WEC Stock Holding History

Avanza Fonder’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
Q3 		$114K Hold
1,134
– – ﹤0.01% 422
2026
Q2 		$132K Hold
1,134
– – ﹤0.01% 418
2026
Q1 		$131K Buy
1,134
+103
+10% +$11.6K ﹤0.01% 437
2025
Q4 		$109K Buy
+1,031
New +$114K ﹤0.01% 463

Other funds holding WEC

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Avanza Fonder's WEC Position: Q3 2026 in Review

Avanza Fonder held its WEC Energy (WEC) position steady in Q3 2026 at 1,134 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #422.

Avanza Fonder first reported a position in WEC in Q4 2025 and has held it in 4 quarters since. The position peaked at $132K in Q2 2026. 1,001 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • Avanza Fonder held 1,134 shares of WEC Energy worth $114K as of Q3 2026.
  • Avanza Fonder left its WEC Energy share count unchanged in Q3 2026.
  • WEC Energy made up ﹤0.01% of Avanza Fonder's portfolio in Q3 2026, its #422 holding.
  • Avanza Fonder first reported a position in WEC Energy in Q4 2025 and has held it in 4 quarters since.
  • Avanza Fonder's WEC Energy position peaked at $132K in Q2 2026.
  • 1,001 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Avanza Fonder's 13F filing for Q3 2026, filed 13 Oct 2026.