ERTS Wealth Advisors’s WEC Energy WEC Stock Holding History

ERTS 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	$357K	Hold	3,059	–	–	0.1%	28
2026 Q1	$354K	Hold	3,059	–	–	0.11%	24
2025 Q4	$323K	Hold	3,059	–	–	0.1%	27
2025 Q3	$351K	Hold	3,059	–	–	0.11%	26
2025 Q2	$319K	Buy	+3,059	New	+$325K	0.11%	24
2019 Q1	–	Sell	-440	Closed	-$30K	–	301
2018 Q4	$30K	Buy	+440	New	+$30.9K	0.02%	193

Other funds holding WEC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

ERTS Wealth Advisors held its WEC Energy (WEC) position steady in Q2 2026 at 3,059 shares worth $357K. The position accounts for 0.1% of the portfolio, ranked #28.

ERTS Wealth Advisors first reported a position in WEC in Q4 2018 and has held it in 6 quarters since. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

ERTS Wealth Advisors held 3,059 shares of WEC Energy worth $357K as of Q2 2026.
ERTS Wealth Advisors left its WEC Energy share count unchanged in Q2 2026.
WEC Energy made up 0.1% of ERTS Wealth Advisors's portfolio in Q2 2026, its #28 holding.
ERTS Wealth Advisors first reported a position in WEC Energy in Q4 2018 and has held it in 6 quarters since.
1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

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