Cetera Investment Advisers
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Cetera Investment Advisers’s WEC Energy WEC Stock Holding History

Cetera Investment Advisers’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 		$2.88K Hold
2,200
– – ﹤0.01% 4929
2026
Q1 		$6.27K Hold
2,200
– – ﹤0.01% 4710
2025
Q4 		$11.4K Buy
+2,200
New +$244K ﹤0.01% 4610

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

Cetera Investment Advisers's WEC Position: Q2 2026 in Review

Cetera Investment Advisers increased its WEC Energy (WEC) stake by 4.1% in Q2 2026, buying an estimated $1.2M and bringing the position to 267,675 shares worth $31.3M. The position accounts for 0.03% of the portfolio, ranked #563.

Cetera Investment Advisers first reported a position in WEC in Q3 2019 and has held it in 28 quarters since. 1,410 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Cetera Investment Advisers held 267,675 shares of WEC Energy worth $31.3M as of Q2 2026.
  • Cetera Investment Advisers bought 10,517 WEC Energy shares in Q2 2026, an estimated $1.2M.
  • WEC Energy made up 0.03% of Cetera Investment Advisers's portfolio in Q2 2026, its #563 holding.
  • Cetera Investment Advisers first reported a position in WEC Energy in Q3 2019 and has held it in 28 quarters since.
  • 1,410 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.