BIA
WEC icon

Beacon Investment Advisors’s WEC Energy WEC Stock Holding History

Beacon Investment Advisors’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 		$340K Buy
2,914
+7
+0.2% +$799 0.11% 147
2026
Q1 		$337K Buy
2,907
+9
+0.3% +$1.01K 0.13% 137
2025
Q4 		$306K Buy
2,898
+7
+0.2% +$775 0.12% 134
2025
Q3 		$331K Buy
2,891
+8
+0.3% +$867 0.14% 125
2025
Q2 		$297K Buy
2,883
+150
+5% +$16K 0.13% 128
2025
Q1 		$298K Buy
2,733
+7
+0.3% +$715 0.14% 131
2024
Q4 		$256K Buy
2,726
+6
+0.2% +$582 0.12% 137
2024
Q3 		$262K Buy
2,720
+7
+0.3% +$620 0.12% 134
2024
Q2 		$213K Buy
2,713
+8
+0.3% +$650 0.11% 139
2024
Q1 		$222K Buy
2,705
+74
+3% +$5.95K 0.13% 122
2023
Q4 		$221K Buy
2,631
+7
+0.3% +$576 0.14% 116
2023
Q3 		$211K Buy
2,624
+7
+0.3% +$608 0.15% 113
2023
Q2 		$231K Sell
2,617
-590
-18% -$54.5K 0.16% 115
2023
Q1 		$304K Buy
3,207
+13
+0.4% +$1.2K 0.22% 104
2022
Q4 		$300K Buy
+3,194
New +$295K 0.25% 99

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

Beacon Investment Advisors's WEC Position: Q2 2026 in Review

Beacon Investment Advisors increased its WEC Energy (WEC) stake by 0.24% in Q2 2026, buying an estimated $799 and bringing the position to 2,914 shares worth $340K. The position accounts for 0.11% of the portfolio, ranked #147.

Beacon Investment Advisors first reported a position in WEC in Q4 2022 and has held it in 15 quarters since. 1,407 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Beacon Investment Advisors held 2,914 shares of WEC Energy worth $340K as of Q2 2026.
  • Beacon Investment Advisors bought 7 WEC Energy shares in Q2 2026, an estimated $799.
  • WEC Energy made up 0.11% of Beacon Investment Advisors's portfolio in Q2 2026, its #147 holding.
  • Beacon Investment Advisors first reported a position in WEC Energy in Q4 2022 and has held it in 15 quarters since.
  • 1,407 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Beacon Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.