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Blake Schutter Theil Wealth Advisors’s WEC Energy WEC Stock Holding History

Blake Schutter Theil Wealth 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 		$259K Buy
2,217
+95
+4% +$10.8K 0.18% 100
2026
Q1 		$246K Sell
2,122
-19
-0.9% -$2.13K 0.2% 99
2025
Q4 		$226K Sell
2,141
-10
-0.5% -$1.11K 0.19% 104
2025
Q3 		$246K Sell
2,151
-6
-0.3% -$650 0.24% 97
2025
Q2 		$225K Sell
2,157
-425
-16% -$45.2K 0.26% 93
2025
Q1 		$281K Sell
2,582
-369
-13% -$37.7K 0.32% 93
2024
Q4 		$278K Sell
2,951
-92
-3% -$8.92K 0.29% 92
2024
Q3 		$293K Buy
+3,043
New +$270K 0.21% 119

Other funds holding WEC

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors's WEC Position: Q2 2026 in Review

Blake Schutter Theil Wealth Advisors increased its WEC Energy (WEC) stake by 4.5% in Q2 2026, buying an estimated $10.8K and bringing the position to 2,217 shares worth $259K. The position accounts for 0.18% of the portfolio, ranked #100.

Blake Schutter Theil Wealth Advisors first reported a position in WEC in Q3 2024 and has held it in 8 quarters since. The position peaked at $293K in Q3 2024. 595 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Blake Schutter Theil Wealth Advisors held 2,217 shares of WEC Energy worth $259K as of Q2 2026.
  • Blake Schutter Theil Wealth Advisors bought 95 WEC Energy shares in Q2 2026, an estimated $10.8K.
  • WEC Energy made up 0.18% of Blake Schutter Theil Wealth Advisors's portfolio in Q2 2026, its #100 holding.
  • Blake Schutter Theil Wealth Advisors first reported a position in WEC Energy in Q3 2024 and has held it in 8 quarters since.
  • Blake Schutter Theil Wealth Advisors's WEC Energy position peaked at $293K in Q3 2024.
  • 595 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.