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Aviso Financial’s WEC Energy WEC Stock Holding History

Aviso Financial’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 		$1.78M Buy
15,231
+506
+3% +$57.7K 0.06% 107
2026
Q1 		$1.7M Buy
14,725
+636
+5% +$71.5K 0.06% 118
2025
Q4 		$1.49M Buy
14,089
+653
+5% +$72.3K 0.06% 121
2025
Q3 		$1.54M Buy
13,436
+852
+7% +$92.3K 0.06% 120
2025
Q2 		$1.31M Buy
12,584
+543
+5% +$57.8K 0.06% 132
2025
Q1 		$1.31M Buy
12,041
+952
+9% +$97.2K 0.06% 121
2024
Q4 		$1.04M Buy
11,089
+436
+4% +$42.3K 0.05% 144
2024
Q3 		$1.02M Buy
10,653
+906
+9% +$80.3K 0.05% 144
2024
Q2 		$765K Buy
+9,747
New +$792K 0.04% 163

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

Aviso Financial's WEC Position: Q2 2026 in Review

Aviso Financial increased its WEC Energy (WEC) stake by 3.4% in Q2 2026, buying an estimated $57.7K and bringing the position to 15,231 shares worth $1.78M. The position accounts for 0.06% of the portfolio, ranked #107.

Aviso Financial first reported a position in WEC in Q2 2024 and has held it in 9 quarters since. 1,410 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Aviso Financial held 15,231 shares of WEC Energy worth $1.78M as of Q2 2026.
  • Aviso Financial bought 506 WEC Energy shares in Q2 2026, an estimated $57.7K.
  • WEC Energy made up 0.06% of Aviso Financial's portfolio in Q2 2026, its #107 holding.
  • Aviso Financial first reported a position in WEC Energy in Q2 2024 and has held it in 9 quarters since.
  • 1,410 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.