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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

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

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. 1,408 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.
  • 1,408 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.