AWE
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Avidian Wealth Enterprises’s WEC Energy WEC Stock Holding History

Avidian Wealth Enterprises’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 		$273K Buy
2,335
+148
+7% +$16.9K 0.01% 621
2026
Q1 		$253K Buy
2,187
+222
+11% +$24.9K 0.01% 581
2025
Q4 		$207K Sell
1,965
-9
-0.5% -$996 0.01% 551
2025
Q3 		$226K Buy
1,974
+6
+0.3% +$650 0.01% 531
2025
Q2 		$205K Sell
1,968
-12
-0.6% -$1.28K 0.01% 530
2025
Q1 		$216K Buy
+1,980
New +$202K 0.01% 492
2023
Q2 		– Sell
-2,693
Closed -$255K – 495
2023
Q1 		$255K Sell
2,693
-154
-5% -$14.3K 0.01% 416
2022
Q4 		$267K Sell
2,847
-14
-0.5% -$1.29K 0.02% 380
2022
Q3 		$256K Buy
2,861
+3
+0.1% +$306 0.02% 354
2022
Q2 		$288K Sell
2,858
-65
-2% -$6.59K 0.02% 361
2022
Q1 		$292K Buy
2,923
+75
+3% +$7.08K 0.02% 394
2021
Q4 		$276K Buy
2,848
+150
+6% +$13.7K 0.02% 423
2021
Q3 		$238K Buy
2,698
+121
+5% +$11.3K 0.02% 330
2021
Q2 		$229K Sell
2,577
-130
-5% -$12.2K 0.02% 346
2021
Q1 		$253K Buy
2,707
+29
+1% +$2.53K 0.02% 309
2020
Q4 		$246K Buy
2,678
+202
+8% +$19.7K 0.02% 279
2020
Q3 		$240K Sell
2,476
-328
-12% -$30.6K 0.03% 244
2020
Q2 		$246K Buy
2,804
+324
+13% +$29.2K 0.03% 222
2020
Q1 		$219K Sell
2,480
-825
-25% -$79.3K 0.04% 183
2019
Q4 		$305K Buy
+3,305
New +$301K 0.04% 175

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

Avidian Wealth Enterprises's WEC Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its WEC Energy (WEC) stake by 6.8% in Q2 2026, buying an estimated $16.9K and bringing the position to 2,335 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #621.

Avidian Wealth Enterprises first reported a position in WEC in Q4 2019 and has held it in 20 quarters since. The position peaked at $305K in Q4 2019. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Avidian Wealth Enterprises held 2,335 shares of WEC Energy worth $273K as of Q2 2026.
  • Avidian Wealth Enterprises bought 148 WEC Energy shares in Q2 2026, an estimated $16.9K.
  • WEC Energy made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #621 holding.
  • Avidian Wealth Enterprises first reported a position in WEC Energy in Q4 2019 and has held it in 20 quarters since.
  • Avidian Wealth Enterprises's WEC Energy position peaked at $305K in Q4 2019.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.