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EP Wealth Advisors’s WEC Energy WEC Stock Holding History

EP Wealth 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 		$1.28M Buy
10,935
+2,397
+28% +$273K ﹤0.01% 689
2026
Q1 		$988K Buy
8,538
+1,373
+19% +$154K ﹤0.01% 647
2025
Q4 		$756K Buy
+7,165
New +$793K ﹤0.01% 706
2025
Q2 		$1.01M Buy
9,698
+3,005
+45% +$320K 0.01% 565
2025
Q1 		$729K Buy
6,693
+508
+8% +$51.9K 0.01% 582
2024
Q4 		$582K Buy
6,185
+125
+2% +$12.1K ﹤0.01% 648
2024
Q3 		$583K Buy
6,060
+343
+6% +$30.4K 0.01% 640
2024
Q2 		$449K Buy
5,717
+1,485
+35% +$121K ﹤0.01% 563
2024
Q1 		$348K Buy
4,232
+316
+8% +$25.4K ﹤0.01% 590
2023
Q4 		$330K Buy
3,916
+122
+3% +$10K ﹤0.01% 592
2023
Q3 		$306K Buy
3,794
+980
+35% +$85.2K ﹤0.01% 556
2023
Q2 		$297K Sell
2,814
-114
-4% -$10.5K ﹤0.01% 566
2023
Q1 		$605K Buy
2,928
+650
+29% +$60.2K 0.01% 382
2022
Q4 		$214K Buy
+2,278
New +$211K ﹤0.01% 540
2022
Q3 		– Sell
-5,672
Closed -$571K – 651
2022
Q2 		$571K Buy
5,672
+1,332
+31% +$135K 0.01% 345
2022
Q1 		$433K Buy
4,340
+1,382
+47% +$131K 0.01% 405
2021
Q4 		$287K Sell
2,958
-59
-2% -$5.39K 0.01% 469
2021
Q3 		$266K Sell
3,017
-560
-16% -$52.5K 0.01% 457
2021
Q2 		$318K Buy
+3,577
New +$337K 0.01% 434

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

EP Wealth Advisors's WEC Position: Q2 2026 in Review

EP Wealth Advisors increased its WEC Energy (WEC) stake by 28% in Q2 2026, buying an estimated $273K and bringing the position to 10,935 shares worth $1.28M. The position accounts for ﹤0.01% of the portfolio, ranked #689.

EP Wealth Advisors first reported a position in WEC in Q2 2021 and has held it in 19 quarters since. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • EP Wealth Advisors held 10,935 shares of WEC Energy worth $1.28M as of Q2 2026.
  • EP Wealth Advisors bought 2,397 WEC Energy shares in Q2 2026, an estimated $273K.
  • WEC Energy made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #689 holding.
  • EP Wealth Advisors first reported a position in WEC Energy in Q2 2021 and has held it in 19 quarters since.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.