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Faithward Advisors’s WEC Energy WEC Stock Holding History

Faithward 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 		$465K Sell
3,984
-1,065
-21% -$122K 0.06% 215
2026
Q1 		$585K Buy
5,049
+84
+2% +$9.44K 0.08% 169
2025
Q4 		$524K Buy
4,965
+18
+0.4% +$1.99K 0.08% 189
2025
Q3 		$567K Buy
4,947
+72
+1% +$7.8K 0.08% 163
2025
Q2 		$508K Buy
4,875
+81
+2% +$8.62K 0.08% 166
2025
Q1 		$522K Buy
4,794
+136
+3% +$13.9K 0.09% 153
2024
Q4 		$438K Buy
4,658
+321
+7% +$31.1K 0.07% 161
2024
Q3 		$417K Sell
4,337
-61
-1% -$5.41K 0.07% 189
2024
Q2 		$345K Buy
4,398
+230
+6% +$18.7K 0.06% 194
2024
Q1 		$342K Buy
+4,168
New +$335K 0.06% 193
2023
Q2 		– Sell
-3,446
Closed -$323K – 319
2023
Q1 		$323K Buy
+3,446
New +$319K 0.07% 143

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

Faithward Advisors's WEC Position: Q2 2026 in Review

Faithward Advisors reduced its WEC Energy (WEC) stake by 21% in Q2 2026, selling an estimated $122K and leaving 3,984 shares worth $465K. The position accounts for 0.06% of the portfolio, ranked #215.

Faithward Advisors first reported a position in WEC in Q1 2023 and has held it in 11 quarters since. The position peaked at $585K in Q1 2026. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Faithward Advisors held 3,984 shares of WEC Energy worth $465K as of Q2 2026.
  • Faithward Advisors sold 1,065 WEC Energy shares in Q2 2026, an estimated $122K.
  • WEC Energy made up 0.06% of Faithward Advisors's portfolio in Q2 2026, its #215 holding.
  • Faithward Advisors first reported a position in WEC Energy in Q1 2023 and has held it in 11 quarters since.
  • Faithward Advisors's WEC Energy position peaked at $585K in Q1 2026.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

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