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Beacon Pointe Advisors’s WEC Energy WEC Stock Holding History

Beacon Pointe 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 		$3.2M Sell
27,409
-397
-1% -$45.3K 0.01% 623
2026
Q1 		$3.22M Buy
27,806
+2,529
+10% +$284K 0.02% 602
2025
Q4 		$2.67M Buy
25,277
+8,422
+50% +$933K 0.02% 525
2025
Q3 		$1.93M Buy
16,855
+3,560
+27% +$386K 0.02% 555
2025
Q2 		$1.39M Sell
13,295
-270
-2% -$28.7K 0.01% 575
2025
Q1 		$1.48M Buy
13,565
+135
+1% +$13.8K 0.02% 535
2024
Q4 		$1.26M Buy
13,430
+433
+3% +$42K 0.01% 578
2024
Q3 		$1.25M Sell
12,997
-13,329
-51% -$1.18M 0.01% 570
2024
Q2 		$2.07M Sell
26,326
-2,287
-8% -$186K 0.02% 464
2024
Q1 		$2.35M Buy
28,613
+5,828
+26% +$469K 0.03% 458
2023
Q4 		$1.92M Buy
22,785
+315
+1% +$25.9K 0.02% 495
2023
Q3 		$1.81M Buy
22,470
+4,732
+27% +$411K 0.02% 476
2023
Q2 		$1.57M Sell
17,738
-2,887
-14% -$267K 0.03% 423
2023
Q1 		$1.95M Buy
20,625
+10,331
+100% +$956K 0.03% 398
2022
Q4 		$965K Buy
10,294
+2,690
+35% +$249K 0.02% 516
2022
Q3 		$682K Buy
7,604
+399
+6% +$40.8K 0.02% 553
2022
Q2 		$728K Buy
7,205
+70
+1% +$7.1K 0.02% 549
2022
Q1 		$712K Buy
7,135
+4,276
+150% +$404K 0.01% 709
2021
Q4 		$278K Buy
+2,859
New +$261K 0.01% 765
2021
Q3 		– Sell
-2,488
Closed -$221K – 977
2021
Q2 		$221K Buy
+2,488
New +$234K 0.01% 763

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 Pointe Advisors's WEC Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its WEC Energy (WEC) stake by 1.4% in Q2 2026, selling an estimated $45.3K and leaving 27,409 shares worth $3.2M. The position accounts for 0.01% of the portfolio, ranked #623.

Beacon Pointe Advisors first reported a position in WEC in Q2 2021 and has held it in 20 quarters since. The position peaked at $3.22M in Q1 2026. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Beacon Pointe Advisors held 27,409 shares of WEC Energy worth $3.2M as of Q2 2026.
  • Beacon Pointe Advisors sold 397 WEC Energy shares in Q2 2026, an estimated $45.3K.
  • WEC Energy made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #623 holding.
  • Beacon Pointe Advisors first reported a position in WEC Energy in Q2 2021 and has held it in 20 quarters since.
  • Beacon Pointe Advisors's WEC Energy position peaked at $3.22M in Q1 2026.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.