Commerce Advisors
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Commerce Advisors’s WEC Energy WEC Stock Holding History

Commerce 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
Q3 		$876K Sell
8,693
-97
-1% -$10.6K 0.41% 37
2026
Q2 		$1.03M Buy
8,790
+80
+0.9% +$9.13K 0.56% 30
2026
Q1 		$1.01M Buy
+8,710
New +$979K 0.85% 26

Other funds holding WEC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Commerce Advisors's WEC Position: Q3 2026 in Review

Commerce Advisors reduced its WEC Energy (WEC) stake by 1.1% in Q3 2026, selling an estimated $10.6K and leaving 8,693 shares worth $876K. The position accounts for 0.41% of the portfolio, ranked #37.

Commerce Advisors first reported a position in WEC in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.03M in Q2 2026. 1,162 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • Commerce Advisors held 8,693 shares of WEC Energy worth $876K as of Q3 2026.
  • Commerce Advisors sold 97 WEC Energy shares in Q3 2026, an estimated $10.6K.
  • WEC Energy made up 0.41% of Commerce Advisors's portfolio in Q3 2026, its #37 holding.
  • Commerce Advisors first reported a position in WEC Energy in Q1 2026 and has held it in 3 quarters since.
  • Commerce Advisors's WEC Energy position peaked at $1.03M in Q2 2026.
  • 1,162 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Commerce Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.