COFG Advisors’s WEC Energy WEC Stock Holding History

COFG 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	$240K	Buy	2,057 +15	+0.7%	+$1.71K	0.04%	283
2026 Q1	$236K	Buy	2,042 +16	+0.8%	+$1.8K	0.06%	216
2025 Q4	$214K	Buy	+2,026	New	+$224K	0.05%	215

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

COFG Advisors's WEC Position: Q2 2026 in Review

COFG Advisors increased its WEC Energy (WEC) stake by 0.73% in Q2 2026, buying an estimated $1.71K and bringing the position to 2,057 shares worth $240K. The position accounts for 0.04% of the portfolio, ranked #283.

COFG Advisors first reported a position in WEC in Q4 2025 and has held it in 3 quarters since. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

COFG Advisors held 2,057 shares of WEC Energy worth $240K as of Q2 2026.
COFG Advisors bought 15 WEC Energy shares in Q2 2026, an estimated $1.71K.
WEC Energy made up 0.04% of COFG Advisors's portfolio in Q2 2026, its #283 holding.
COFG Advisors first reported a position in WEC Energy in Q4 2025 and has held it in 3 quarters since.
1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on COFG Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.