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DSG Capital Advisors’s WEC Energy WEC Stock Holding History

DSG Capital 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 		$325K Hold
2,827
– – 0.05% 101
2026
Q1 		$327K Hold
2,827
– – 0.05% 109
2025
Q4 		$306K Hold
2,827
– – 0.05% 107
2025
Q3 		$324K Hold
2,827
– – 0.05% 108
2025
Q2 		$295K Hold
2,827
– – 0.05% 109
2025
Q1 		$308K Hold
2,827
– – 0.06% 106
2024
Q4 		$266K Buy
+2,827
New +$274K 0.05% 111

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

DSG Capital Advisors's WEC Position: Q2 2026 in Review

DSG Capital Advisors held its WEC Energy (WEC) position steady in Q2 2026 at 2,827 shares worth $325K. The position accounts for 0.05% of the portfolio, ranked #101.

DSG Capital Advisors first reported a position in WEC in Q4 2024 and has held it in 7 quarters since. The position peaked at $327K in Q1 2026. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • DSG Capital Advisors held 2,827 shares of WEC Energy worth $325K as of Q2 2026.
  • DSG Capital Advisors left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up 0.05% of DSG Capital Advisors's portfolio in Q2 2026, its #101 holding.
  • DSG Capital Advisors first reported a position in WEC Energy in Q4 2024 and has held it in 7 quarters since.
  • DSG Capital Advisors's WEC Energy position peaked at $327K in Q1 2026.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on DSG Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.