DAS
WEC icon

Dynamic Advisor Solutions’s WEC Energy WEC Stock Holding History

Dynamic Advisor Solutions’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 		$404K Sell
3,457
-205
-6% -$23.4K 0.01% 748
2026
Q1 		$424K Buy
3,662
+48
+1% +$5.39K 0.01% 690
2025
Q4 		$381K Sell
3,614
-1,365
-27% -$151K 0.01% 704
2025
Q3 		$571K Buy
4,979
+284
+6% +$30.8K 0.02% 589
2025
Q2 		$489K Sell
4,695
-95
-2% -$10.1K 0.02% 609
2025
Q1 		$522K Buy
+4,790
New +$489K 0.02% 573
2024
Q4 		– Sell
-5,234
Closed -$503K – 921
2024
Q3 		$503K Sell
5,234
-459
-8% -$40.7K 0.02% 616
2024
Q2 		$447K Buy
5,693
+3
+0.1% +$244 0.01% 650
2024
Q1 		$467K Sell
5,690
-339
-6% -$27.3K 0.02% 624
2023
Q4 		$520K Sell
6,029
-207
-3% -$17K 0.02% 569
2023
Q3 		$502K Buy
6,236
+560
+10% +$48.7K 0.02% 516
2023
Q2 		$501K Sell
5,676
-989
-15% -$91.4K 0.03% 496
2023
Q1 		$632K Buy
6,665
+2,163
+48% +$200K 0.04% 416
2022
Q4 		$422K Buy
4,502
+411
+10% +$38K 0.03% 489
2022
Q3 		$366K Buy
4,091
+184
+5% +$18.8K 0.03% 471
2022
Q2 		$393K Buy
3,907
+176
+5% +$17.8K 0.03% 463
2022
Q1 		$372K Sell
3,731
-23
-0.6% -$2.17K 0.03% 499
2021
Q4 		$364K Buy
3,754
+83
+2% +$7.59K 0.03% 511
2021
Q3 		$324K Buy
3,671
+29
+0.8% +$2.72K 0.02% 557
2021
Q2 		$324K Buy
3,642
+1,106
+44% +$104K 0.03% 527
2021
Q1 		$237K Sell
2,536
-2,657
-51% -$232K 0.02% 568
2020
Q4 		$478K Buy
5,193
+103
+2% +$10K 0.04% 370
2020
Q3 		$493K Buy
5,090
+59
+1% +$5.5K 0.06% 321
2020
Q2 		$441K Sell
5,031
-292
-5% -$26.3K 0.06% 301
2020
Q1 		$469K Buy
5,323
+154
+3% +$14.8K 0.09% 254
2019
Q4 		$477K Sell
5,169
-83
-2% -$7.57K 0.07% 313
2019
Q3 		$499K Buy
5,252
+8
+0.2% +$721 0.08% 275
2019
Q2 		$437K Buy
5,244
+1,017
+24% +$81.6K 0.07% 288
2019
Q1 		$334K Buy
4,227
+11
+0.3% +$816 0.06% 283
2018
Q4 		$300K Buy
4,216
+11
+0.3% +$772 0.06% 286
2018
Q3 		$281K Buy
4,205
+1
+0% +$67 0.06% 321
2018
Q2 		$272K Buy
4,204
+32
+0.8% +$1.99K 0.06% 315
2018
Q1 		$262K Sell
4,172
-112
-3% -$6.95K 0.07% 280
2017
Q4 		$284K Buy
4,284
+11
+0.3% +$738 0.09% 201
2017
Q3 		$268K Buy
4,273
+11
+0.3% +$702 0.11% 189
2017
Q2 		$262K Buy
+4,262
New +$263K 0.1% 188

Other funds holding WEC

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Dynamic Advisor Solutions's WEC Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its WEC Energy (WEC) stake by 5.6% in Q2 2026, selling an estimated $23.4K and leaving 3,457 shares worth $404K. The position accounts for 0.01% of the portfolio, ranked #748.

Dynamic Advisor Solutions first reported a position in WEC in Q2 2017 and has held it in 36 quarters since. The position peaked at $632K in Q1 2023. 247 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Dynamic Advisor Solutions held 3,457 shares of WEC Energy worth $404K as of Q2 2026.
  • Dynamic Advisor Solutions sold 205 WEC Energy shares in Q2 2026, an estimated $23.4K.
  • WEC Energy made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #748 holding.
  • Dynamic Advisor Solutions first reported a position in WEC Energy in Q2 2017 and has held it in 36 quarters since.
  • Dynamic Advisor Solutions's WEC Energy position peaked at $632K in Q1 2023.
  • 247 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.