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Avion Wealth’s WEC Energy WEC Stock Holding History

Avion Wealth’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 		$12K Buy
104
+53
+104% +$6.05K ﹤0.01% 553
2026
Q1 		$5K Sell
51
-1
-2% -$112 ﹤0.01% 690
2025
Q4 		$5K Buy
52
+6
+13% +$664 ﹤0.01% 681
2025
Q3 		$5K Sell
46
-11
-19% -$1.19K ﹤0.01% 673
2025
Q2 		$5K Buy
57
+28
+97% +$2.98K ﹤0.01% 647
2025
Q1 		$2K Hold
29
– – ﹤0.01% 784
2024
Q4 		$2K Buy
29
+5
+21% +$485 ﹤0.01% 781
2024
Q3 		$2K Sell
24
-6
-20% -$532 ﹤0.01% 734
2024
Q2 		$2K Buy
30
+6
+25% +$487 ﹤0.01% 660
2024
Q1 		$2K Buy
+24
New +$1.93K ﹤0.01% 798
2023
Q4 		– Sell
-24
Closed -$1K – 1368
2023
Q3 		$1K Buy
24
+12
+100% +$1.04K ﹤0.01% 753
2023
Q2 		$0 Buy
12
+7
+140% +$647 ﹤0.01% 1058
2023
Q1 		$0 Buy
+5
New +$463 ﹤0.01% 797

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

Avion Wealth's WEC Position: Q2 2026 in Review

Avion Wealth increased its WEC Energy (WEC) stake by 104% in Q2 2026, buying an estimated $6.05K and bringing the position to 104 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

Avion Wealth first reported a position in WEC in Q1 2023 and has held it in 13 quarters since. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Avion Wealth held 104 shares of WEC Energy worth $12K as of Q2 2026.
  • Avion Wealth bought 53 WEC Energy shares in Q2 2026, an estimated $6.05K.
  • WEC Energy made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #553 holding.
  • Avion Wealth first reported a position in WEC Energy in Q1 2023 and has held it in 13 quarters since.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.