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Elevated Capital Advisors’s WEC Energy WEC Stock Holding History

Elevated 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 		$324K Sell
2,775
-3,167
-53% -$361K 0.09% 194
2026
Q1 		$688K Sell
5,942
-60
-1% -$6.74K 0.17% 141
2025
Q4 		$633K Buy
6,002
+186
+3% +$20.6K 0.15% 168
2025
Q3 		$666K Sell
5,816
-984
-14% -$107K 0.17% 166
2025
Q2 		$741K Hold
6,800
– – 0.21% 151
2025
Q1 		$741K Sell
6,800
-280
-4% -$28.6K 0.21% 151
2024
Q4 		$666K Sell
7,080
-124
-2% -$12K 0.18% 158
2024
Q3 		$693K Buy
7,204
+506
+8% +$44.8K 0.18% 171
2024
Q2 		$526K Buy
+6,698
New +$544K 0.15% 173

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

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

Elevated Capital Advisors reduced its WEC Energy (WEC) stake by 53% in Q2 2026, selling an estimated $361K and leaving 2,775 shares worth $324K. The position accounts for 0.09% of the portfolio, ranked #194.

Elevated Capital Advisors first reported a position in WEC in Q2 2024 and has held it in 9 quarters since. The position peaked at $741K in Q2 2025. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Elevated Capital Advisors held 2,775 shares of WEC Energy worth $324K as of Q2 2026.
  • Elevated Capital Advisors sold 3,167 WEC Energy shares in Q2 2026, an estimated $361K.
  • WEC Energy made up 0.09% of Elevated Capital Advisors's portfolio in Q2 2026, its #194 holding.
  • Elevated Capital Advisors first reported a position in WEC Energy in Q2 2024 and has held it in 9 quarters since.
  • Elevated Capital Advisors's WEC Energy position peaked at $741K in Q2 2025.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.