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Coastal Bridge Advisors’s WEC Energy WEC Stock Holding History

Coastal Bridge 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 		$1.5M Buy
12,880
+611
+5% +$69.7K 0.09% 193
2026
Q1 		$1.42M Buy
12,269
+1,018
+9% +$114K 0.1% 188
2025
Q4 		$1.19M Buy
11,251
+131
+1% +$14.5K 0.09% 199
2025
Q3 		$1.27M Buy
11,120
+932
+9% +$101K 0.1% 187
2025
Q2 		$1.06M Buy
10,188
+303
+3% +$32.2K 0.09% 205
2025
Q1 		$1.08M Buy
+9,885
New +$1.01M 0.1% 189

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

Coastal Bridge Advisors's WEC Position: Q2 2026 in Review

Coastal Bridge Advisors increased its WEC Energy (WEC) stake by 5% in Q2 2026, buying an estimated $69.7K and bringing the position to 12,880 shares worth $1.5M. The position accounts for 0.09% of the portfolio, ranked #193.

Coastal Bridge Advisors first reported a position in WEC in Q1 2025 and has held it in 6 quarters since. 1,412 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Coastal Bridge Advisors held 12,880 shares of WEC Energy worth $1.5M as of Q2 2026.
  • Coastal Bridge Advisors bought 611 WEC Energy shares in Q2 2026, an estimated $69.7K.
  • WEC Energy made up 0.09% of Coastal Bridge Advisors's portfolio in Q2 2026, its #193 holding.
  • Coastal Bridge Advisors first reported a position in WEC Energy in Q1 2025 and has held it in 6 quarters since.
  • 1,412 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.