Diversify Advisory Services’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
Other funds holding WEC
Diversify Advisory Services's WEC Position: Q2 2026 in Review
Diversify Advisory Services opened a new position in WEC Energy (WEC) in Q2 2026: 4,978 shares worth $567K. The stake represents 0.01% of the portfolio and ranks #821 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in WEC as recently as Q4 2025.
Diversify Advisory Services first reported a position in WEC in Q1 2024 and has held it in 8 quarters since. The position peaked at $986K in Q2 2025. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.
- Diversify Advisory Services held 4,978 shares of WEC Energy worth $567K as of Q2 2026.
- WEC Energy was a new Diversify Advisory Services position in Q2 2026.
- WEC Energy made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #821 holding.
- Diversify Advisory Services first reported a position in WEC Energy in Q1 2024 and has held it in 8 quarters since.
- Diversify Advisory Services's WEC Energy position peaked at $986K in Q2 2025.
- 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.
Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.