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Farther Finance Advisors’s WEC Energy WEC Stock Holding History

Farther Finance 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 		$1.83M Buy
15,687
+599
+4% +$68.3K 0.01% 792
2026
Q1 		$1.75M Buy
15,088
+1,531
+11% +$172K 0.02% 714
2025
Q4 		$1.43M Buy
13,557
+2,741
+25% +$303K 0.02% 725
2025
Q3 		$1.24M Buy
10,816
+3,955
+58% +$429K 0.02% 629
2025
Q2 		$715K Sell
6,861
-1,064
-13% -$113K 0.01% 740
2025
Q1 		$863K Buy
7,925
+1,257
+19% +$128K 0.02% 573
2024
Q4 		$627K Sell
6,668
-9
-0.1% -$873 0.02% 514
2024
Q3 		$642K Buy
6,677
+250
+4% +$22.2K 0.02% 496
2024
Q2 		$499K Buy
6,427
+1,055
+20% +$85.7K 0.02% 482
2024
Q1 		$438K Buy
5,372
+3,211
+149% +$258K 0.03% 431
2023
Q4 		$182K Sell
2,161
-18
-0.8% -$1.48K 0.01% 576
2023
Q3 		$176K Buy
2,179
+486
+29% +$42.2K 0.03% 414
2023
Q2 		$149K Sell
1,693
-339
-17% -$31.3K 0.03% 365
2023
Q1 		$193K Buy
2,032
+902
+80% +$83.5K 0.06% 267
2022
Q4 		$106K Buy
+1,130
New +$104K 0.04% 315

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

Farther Finance Advisors's WEC Position: Q2 2026 in Review

Farther Finance Advisors increased its WEC Energy (WEC) stake by 4% in Q2 2026, buying an estimated $68.3K and bringing the position to 15,687 shares worth $1.83M. The position accounts for 0.01% of the portfolio, ranked #792.

Farther Finance Advisors first reported a position in WEC in Q4 2022 and has held it in 15 quarters since. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Farther Finance Advisors held 15,687 shares of WEC Energy worth $1.83M as of Q2 2026.
  • Farther Finance Advisors bought 599 WEC Energy shares in Q2 2026, an estimated $68.3K.
  • WEC Energy made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #792 holding.
  • Farther Finance Advisors first reported a position in WEC Energy in Q4 2022 and has held it in 15 quarters since.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.