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Fiduciary Alliance’s WEC Energy WEC Stock Holding History

Fiduciary Alliance’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 		$1.58M Sell
13,550
-39
-0.3% -$4.45K 0.11% 206
2026
Q1 		$1.56M Sell
13,589
-209
-2% -$23.5K 0.09% 212
2025
Q4 		$1.46M Hold
13,798
– – 0.1% 200
2025
Q3 		$1.58M Sell
13,798
-764
-5% -$82.8K 0.11% 182
2025
Q2 		$1.52M Buy
14,562
+5,140
+55% +$547K 0.11% 174
2025
Q1 		$1.03M Buy
+9,422
New +$962K 0.1% 163
2023
Q3 		– Sell
-700
Closed -$61.8K – 944
2023
Q2 		$61.8K Buy
+700
New +$64.7K 0.01% 281

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

Fiduciary Alliance's WEC Position: Q2 2026 in Review

Fiduciary Alliance reduced its WEC Energy (WEC) stake by 0.29% in Q2 2026, selling an estimated $4.45K and leaving 13,550 shares worth $1.58M. The position accounts for 0.11% of the portfolio, ranked #206.

Fiduciary Alliance first reported a position in WEC in Q2 2023 and has held it in 7 quarters since. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Fiduciary Alliance held 13,550 shares of WEC Energy worth $1.58M as of Q2 2026.
  • Fiduciary Alliance sold 39 WEC Energy shares in Q2 2026, an estimated $4.45K.
  • WEC Energy made up 0.11% of Fiduciary Alliance's portfolio in Q2 2026, its #206 holding.
  • Fiduciary Alliance first reported a position in WEC Energy in Q2 2023 and has held it in 7 quarters since.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.