Blueline Advisors’s WEC Energy WEC Stock Holding History

Blueline 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	$22.5K	Hold	193	–	–	0.02%	143
2026 Q1	$22.3K	Buy	193 +5	+3%	+$562	0.02%	133
2025 Q4	$19.8K	Buy	+188	New	+$20.8K	0.02%	131

Other funds holding WEC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Blueline Advisors's WEC Position: Q2 2026 in Review

Blueline Advisors held its WEC Energy (WEC) position steady in Q2 2026 at 193 shares worth $22.5K. The position accounts for 0.02% of the portfolio, ranked #143.

Blueline Advisors first reported a position in WEC in Q4 2025 and has held it in 3 quarters since. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Blueline Advisors held 193 shares of WEC Energy worth $22.5K as of Q2 2026.
Blueline Advisors left its WEC Energy share count unchanged in Q2 2026.
WEC Energy made up 0.02% of Blueline Advisors's portfolio in Q2 2026, its #143 holding.
Blueline Advisors first reported a position in WEC Energy in Q4 2025 and has held it in 3 quarters since.
1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Blueline Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.