AC
WEC icon

Avestar Capital’s WEC Energy WEC Stock Holding History

Avestar Capital’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 		$438K Buy
3,749
+131
+4% +$14.9K 0.02% 407
2026
Q1 		$419K Buy
3,618
+415
+13% +$46.6K 0.03% 389
2025
Q4 		$338K Buy
3,203
+1,175
+58% +$130K 0.02% 399
2025
Q3 		$232K Buy
+2,028
New +$220K 0.02% 449
2019
Q3 		– Sell
-847
Closed -$67K – 837
2019
Q2 		$67K Sell
847
-77
-8% -$6.17K 0.04% 260
2019
Q1 		$70K Sell
924
-17
-2% -$1.26K 0.05% 241
2018
Q4 		$62K Sell
941
-2
-0.2% -$140 0.04% 236
2018
Q3 		$59K Sell
943
-122
-11% -$8.13K 0.03% 260
2018
Q2 		$65K Buy
1,065
+92
+9% +$5.72K 0.04% 248
2018
Q1 		$58K Sell
973
-77
-7% -$4.78K 0.04% 234
2017
Q4 		$66K Buy
+1,050
New +$70.5K 0.05% 213

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

Avestar Capital's WEC Position: Q2 2026 in Review

Avestar Capital increased its WEC Energy (WEC) stake by 3.6% in Q2 2026, buying an estimated $14.9K and bringing the position to 3,749 shares worth $438K. The position accounts for 0.02% of the portfolio, ranked #407.

Avestar Capital first reported a position in WEC in Q4 2017 and has held it in 11 quarters since. 1,407 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Avestar Capital held 3,749 shares of WEC Energy worth $438K as of Q2 2026.
  • Avestar Capital bought 131 WEC Energy shares in Q2 2026, an estimated $14.9K.
  • WEC Energy made up 0.02% of Avestar Capital's portfolio in Q2 2026, its #407 holding.
  • Avestar Capital first reported a position in WEC Energy in Q4 2017 and has held it in 11 quarters since.
  • 1,407 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.