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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
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

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Avanza Fonder's WEC Position: Q2 2026 in Review

Avanza Fonder held its WEC Energy (WEC) position steady in Q2 2026 at 1,134 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #418.

Avanza Fonder first reported a position in WEC in Q4 2025 and has held it in 3 quarters since. 485 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Avanza Fonder held 1,134 shares of WEC Energy worth $132K as of Q2 2026.
  • Avanza Fonder left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up ﹤0.01% of Avanza Fonder's portfolio in Q2 2026, its #418 holding.
  • Avanza Fonder first reported a position in WEC Energy in Q4 2025 and has held it in 3 quarters since.
  • 485 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Avanza Fonder's 13F filing for Q2 2026, filed 17 Jul 2026.