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Bell Investment Advisors’s WEC Energy WEC Stock Holding History

Bell 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 		$3.5K Buy
30
+17
+131% +$1.94K ﹤0.01% 1122
2026
Q1 		$1.51K Hold
13
– – ﹤0.01% 1424
2025
Q4 		$1.37K Sell
13
-21
-62% -$2.33K ﹤0.01% 1467
2025
Q3 		$3.9K Buy
34
+5
+17% +$542 ﹤0.01% 1052
2025
Q2 		$3.02K Buy
29
+16
+123% +$1.7K ﹤0.01% 1193
2025
Q1 		$1.42K Hold
13
– – ﹤0.01% 1437
2024
Q4 		$1.22K Sell
13
-13
-50% -$1.26K ﹤0.01% 1520
2024
Q3 		$2.5K Buy
26
+6
+30% +$532 ﹤0.01% 1257
2024
Q2 		$1.57K Sell
20
-6
-23% -$487 ﹤0.01% 1457
2024
Q1 		$2.14K Buy
26
+13
+100% +$1.04K ﹤0.01% 1333
2023
Q4 		$1.09K Sell
13
-23
-64% -$1.89K ﹤0.01% 1561
2023
Q3 		$2.9K Sell
36
-19
-35% -$1.65K ﹤0.01% 1100
2023
Q2 		$4.85K Sell
55
-38
-41% -$3.51K ﹤0.01% 840
2023
Q1 		$8.82K Buy
93
+33
+55% +$3.06K ﹤0.01% 532
2022
Q4 		$5.63K Buy
60
+6
+11% +$554 ﹤0.01% 748
2022
Q3 		$5K Buy
54
+5
+10% +$511 ﹤0.01% 726
2022
Q2 		$5K Buy
+49
New +$4.97K ﹤0.01% 747
2021
Q4 		$2K Sell
18
-30
-63% -$2.74K ﹤0.01% 1259
2021
Q3 		$4K Buy
+48
New +$4.5K ﹤0.01% 843

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 $3.38T AUM 44.17% 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

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

Bell Investment Advisors increased its WEC Energy (WEC) stake by 131% in Q2 2026, buying an estimated $1.94K and bringing the position to 30 shares worth $3.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1122.

Bell Investment Advisors first reported a position in WEC in Q3 2021 and has held it in 19 quarters since. The position peaked at $8.82K in Q1 2023. 1,412 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Bell Investment Advisors held 30 shares of WEC Energy worth $3.5K as of Q2 2026.
  • Bell Investment Advisors bought 17 WEC Energy shares in Q2 2026, an estimated $1.94K.
  • WEC Energy made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1122 holding.
  • Bell Investment Advisors first reported a position in WEC Energy in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's WEC Energy position peaked at $8.82K in Q1 2023.
  • 1,412 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.