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CWS Financial Advisors’s WEC Energy WEC Stock Holding History

CWS Financial 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 		$824K Buy
7,054
+999
+16% +$114K 0.18% 74
2026
Q1 		$701K Buy
6,055
+404
+7% +$45.4K 0.18% 75
2025
Q4 		$596K Buy
5,651
+1,456
+35% +$161K 0.16% 83
2025
Q3 		$481K Buy
4,195
+743
+22% +$80.5K 0.13% 85
2025
Q2 		$360K Buy
3,452
+148
+4% +$15.7K 0.1% 101
2025
Q1 		$360K Buy
3,304
+11
+0.3% +$1.12K 0.11% 96
2024
Q4 		$310K Buy
3,293
+1,212
+58% +$118K 0.1% 98
2024
Q3 		$200K Buy
+2,081
New +$184K 0.07% 119
2023
Q4 		– Sell
-2,763
Closed -$223K – 176
2023
Q3 		$223K Sell
2,763
-106
-4% -$9.21K 0.09% 127
2023
Q2 		$253K Buy
2,869
+115
+4% +$10.6K 0.1% 122
2023
Q1 		$261K Buy
+2,754
New +$255K 0.1% 121
2020
Q3 		– Sell
-4,786
Closed -$419K – 130
2020
Q2 		$419K Sell
4,786
-61
-1% -$5.5K 0.3% 74
2020
Q1 		$447K Hold
4,847
– – 0.33% 72
2019
Q4 		$447K Buy
+4,847
New +$442K 0.33% 71

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

CWS Financial Advisors's WEC Position: Q2 2026 in Review

CWS Financial Advisors increased its WEC Energy (WEC) stake by 16% in Q2 2026, buying an estimated $114K and bringing the position to 7,054 shares worth $824K. The position accounts for 0.18% of the portfolio, ranked #74.

CWS Financial Advisors first reported a position in WEC in Q4 2019 and has held it in 14 quarters since. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • CWS Financial Advisors held 7,054 shares of WEC Energy worth $824K as of Q2 2026.
  • CWS Financial Advisors bought 999 WEC Energy shares in Q2 2026, an estimated $114K.
  • WEC Energy made up 0.18% of CWS Financial Advisors's portfolio in Q2 2026, its #74 holding.
  • CWS Financial Advisors first reported a position in WEC Energy in Q4 2019 and has held it in 14 quarters since.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.