Cerro Pacific Wealth Advisors’s WEC Energy WEC Stock Holding History

Cerro Pacific 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	$711K	Hold	6,085	–	–	0.16%	90
2026 Q1	$704K	Sell	6,085 -141	-2%	-$15.8K	0.18%	87
2025 Q4	$657K	Buy	6,226 +103	+2%	+$11.4K	0.18%	88
2025 Q3	$702K	Sell	6,123 -459	-7%	-$49.8K	0.19%	89
2025 Q2	$686K	Buy	6,582 +2,002	+44%	+$213K	0.19%	93
2025 Q1	$431K	Sell	4,580 -8	-0.2%	-$817	0.14%	111
2024 Q4	$441K	Sell	4,588 -46	-1%	-$4.46K	0.15%	106
2024 Q3	$364K	Hold	4,634	–	–	0.14%	113
2024 Q2	$364K	Buy	+4,634	New	+$376K	0.14%	113
2023 Q1	$396K	Buy	4,180 +24	+0.6%	+$2.22K	0.22%	104
2022 Q4	$390K	Sell	4,156 -3	-0.1%	-$277	0.21%	117
2022 Q3	$372K	Sell	4,159 -440	-10%	-$44.9K	0.23%	108
2022 Q2	$463K	Sell	4,599 -612	-12%	-$62.1K	0.29%	95
2022 Q1	$520K	Buy	5,211 +53	+1%	+$5K	0.32%	92
2021 Q4	$501K	Sell	5,158 -526	-9%	-$48.1K	0.32%	90
2021 Q3	$501K	Sell	5,684 -2,186	-28%	-$205K	0.36%	93
2021 Q2	$700K	Buy	+7,870	New	+$741K	0.52%	61
2020 Q4	$930K	Buy	+10,104	New	+$983K	0.55%	55

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

Cerro Pacific Wealth Advisors's WEC Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors held its WEC Energy (WEC) position steady in Q2 2026 at 6,085 shares worth $711K. The position accounts for 0.16% of the portfolio, ranked #90.

Cerro Pacific Wealth Advisors first reported a position in WEC in Q4 2020 and has held it in 18 quarters since. The position peaked at $930K in Q4 2020. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Cerro Pacific Wealth Advisors held 6,085 shares of WEC Energy worth $711K as of Q2 2026.
Cerro Pacific Wealth Advisors left its WEC Energy share count unchanged in Q2 2026.
WEC Energy made up 0.16% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #90 holding.
Cerro Pacific Wealth Advisors first reported a position in WEC Energy in Q4 2020 and has held it in 18 quarters since.
Cerro Pacific Wealth Advisors's WEC Energy position peaked at $930K in Q4 2020.
1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.