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Crestwood Advisors Group’s WEC Energy WEC Stock Holding History

Crestwood Advisors Group’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 		$377K Buy
3,227
+1,090
+51% +$124K 0.01% 590
2026
Q1 		$247K Buy
2,137
+195
+10% +$21.9K ﹤0.01% 661
2025
Q4 		$205K Buy
+1,942
New +$215K ﹤0.01% 663

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

Crestwood Advisors Group's WEC Position: Q2 2026 in Review

Crestwood Advisors Group increased its WEC Energy (WEC) stake by 51% in Q2 2026, buying an estimated $124K and bringing the position to 3,227 shares worth $377K. The position accounts for 0.01% of the portfolio, ranked #590.

Crestwood Advisors Group 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.

  • Crestwood Advisors Group held 3,227 shares of WEC Energy worth $377K as of Q2 2026.
  • Crestwood Advisors Group bought 1,090 WEC Energy shares in Q2 2026, an estimated $124K.
  • WEC Energy made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #590 holding.
  • Crestwood Advisors Group 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 Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.