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CFS Investment Advisory Services’s WEC Energy WEC Stock Holding History

CFS Investment Advisory Services’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 		$322K Buy
2,706
+12
+0.4% +$1.37K 0.02% 307
2026
Q1 		$312K Buy
2,694
+81
+3% +$9.1K 0.02% 311
2025
Q4 		$276K Buy
2,613
+117
+5% +$13K 0.02% 297
2025
Q3 		$289K Buy
2,496
+86
+4% +$9.32K 0.02% 292
2025
Q2 		$251K Buy
2,410
+148
+7% +$15.7K 0.02% 294
2025
Q1 		$247K Buy
2,262
+88
+4% +$8.99K 0.02% 280
2024
Q4 		$204K Buy
+2,174
New +$211K 0.02% 291

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 $3.38T AUM 44.17% 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

CFS Investment Advisory Services's WEC Position: Q2 2026 in Review

CFS Investment Advisory Services increased its WEC Energy (WEC) stake by 0.45% in Q2 2026, buying an estimated $1.37K and bringing the position to 2,706 shares worth $322K. The position accounts for 0.02% of the portfolio, ranked #307.

CFS Investment Advisory Services first reported a position in WEC in Q4 2024 and has held it in 7 quarters since. 1,412 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • CFS Investment Advisory Services held 2,706 shares of WEC Energy worth $322K as of Q2 2026.
  • CFS Investment Advisory Services bought 12 WEC Energy shares in Q2 2026, an estimated $1.37K.
  • WEC Energy made up 0.02% of CFS Investment Advisory Services's portfolio in Q2 2026, its #307 holding.
  • CFS Investment Advisory Services first reported a position in WEC Energy in Q4 2024 and has held it in 7 quarters since.
  • 1,412 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.