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Cary Street Partners Investment Advisory’s WEC Energy WEC Stock Holding History

Cary Street Partners Investment Advisory’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 		$526K Buy
4,507
+188
+4% +$21.4K 0.11% 190
2026
Q1 		$500K Buy
4,319
+220
+5% +$24.7K 0.13% 177
2025
Q4 		$432K Buy
4,099
+79
+2% +$8.75K 0.12% 186
2025
Q3 		$461K Buy
4,020
+203
+5% +$22K 0.19% 118
2025
Q2 		$398K Buy
3,817
+14
+0.4% +$1.49K 0.19% 125
2025
Q1 		$414K Buy
3,803
+60
+2% +$6.13K 0.24% 108
2024
Q4 		$352K Sell
3,743
-1,744
-32% -$169K 0.23% 111
2024
Q3 		$528K Sell
5,487
-368
-6% -$32.6K 0.02% 485
2024
Q2 		$459K Sell
5,855
-666
-10% -$54.1K 0.02% 495
2024
Q1 		$535K Buy
6,521
+381
+6% +$30.6K 0.02% 449
2023
Q4 		$517K Buy
6,140
+3,683
+150% +$303K 0.02% 420
2023
Q3 		$198K Buy
2,457
+7
+0.3% +$608 0.01% 558
2023
Q2 		$216K Buy
2,450
+431
+21% +$39.8K 0.01% 492
2023
Q1 		$191K Sell
2,019
-52
-3% -$4.81K 0.01% 477
2022
Q4 		$194K Buy
+2,071
New +$191K 0.01% 474
2022
Q3 		– Sell
-1,099
Closed -$111K – 574
2022
Q2 		$111K Buy
+1,099
New +$111K 0.01% 498
2020
Q4 		– Sell
-169
Closed -$16K – 875
2020
Q3 		$16K Buy
+169
New +$15.7K ﹤0.01% 696

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cary Street Partners Investment Advisory's WEC Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its WEC Energy (WEC) stake by 4.4% in Q2 2026, buying an estimated $21.4K and bringing the position to 4,507 shares worth $526K. The position accounts for 0.11% of the portfolio, ranked #190.

Cary Street Partners Investment Advisory first reported a position in WEC in Q3 2020 and has held it in 17 quarters since. The position peaked at $535K in Q1 2024. 996 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Cary Street Partners Investment Advisory held 4,507 shares of WEC Energy worth $526K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 188 WEC Energy shares in Q2 2026, an estimated $21.4K.
  • WEC Energy made up 0.11% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #190 holding.
  • Cary Street Partners Investment Advisory first reported a position in WEC Energy in Q3 2020 and has held it in 17 quarters since.
  • Cary Street Partners Investment Advisory's WEC Energy position peaked at $535K in Q1 2024.
  • 996 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.