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Everpar Advisors’s WEC Energy WEC Stock Holding History

Everpar 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 		$337K Buy
2,885
+420
+17% +$47.9K 0.1% 201
2026
Q1 		$285K Buy
2,465
+498
+25% +$56K 0.1% 218
2025
Q4 		$207K Sell
1,967
-63
-3% -$6.97K 0.08% 262
2025
Q3 		$233K Buy
+2,030
New +$220K 0.09% 248
2024
Q1 		– Sell
-2,879
Closed -$242K – 287
2023
Q4 		$242K Buy
+2,879
New +$237K 0.11% 245

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

Everpar Advisors's WEC Position: Q2 2026 in Review

Everpar Advisors increased its WEC Energy (WEC) stake by 17% in Q2 2026, buying an estimated $47.9K and bringing the position to 2,885 shares worth $337K. The position accounts for 0.1% of the portfolio, ranked #201.

Everpar Advisors first reported a position in WEC in Q4 2023 and has held it in 5 quarters since. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Everpar Advisors held 2,885 shares of WEC Energy worth $337K as of Q2 2026.
  • Everpar Advisors bought 420 WEC Energy shares in Q2 2026, an estimated $47.9K.
  • WEC Energy made up 0.1% of Everpar Advisors's portfolio in Q2 2026, its #201 holding.
  • Everpar Advisors first reported a position in WEC Energy in Q4 2023 and has held it in 5 quarters since.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.