Fifth Third Wealth Advisors’s WEC Energy WEC Stock Holding History

Fifth Third 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	$609K	Buy	5,212 +205	+4%	+$23.4K	0.02%	431
2026 Q1	$580K	Buy	5,007 +502	+11%	+$56.4K	0.02%	377
2025 Q4	$475K	Sell	4,505 -17	-0.4%	-$1.88K	0.02%	400
2025 Q3	$518K	Buy	4,522 +2	+0%	+$217	0.02%	369
2025 Q2	$471K	Sell	4,520 -268	-6%	-$28.5K	0.02%	379
2025 Q1	$522K	Buy	4,788 +257	+6%	+$26.2K	0.03%	325
2024 Q4	$426K	Buy	4,531 +42	+0.9%	+$4.07K	0.02%	374
2024 Q3	$432K	Buy	4,489 +1,367	+44%	+$121K	0.03%	351
2024 Q2	$245K	Buy	+3,122	New	+$254K	0.02%	509

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

Fifth Third Wealth Advisors's WEC Position: Q2 2026 in Review

Fifth Third Wealth Advisors increased its WEC Energy (WEC) stake by 4.1% in Q2 2026, buying an estimated $23.4K and bringing the position to 5,212 shares worth $609K. The position accounts for 0.02% of the portfolio, ranked #431.

Fifth Third Wealth Advisors first reported a position in WEC in Q2 2024 and has held it in 9 quarters since. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Fifth Third Wealth Advisors held 5,212 shares of WEC Energy worth $609K as of Q2 2026.
Fifth Third Wealth Advisors bought 205 WEC Energy shares in Q2 2026, an estimated $23.4K.
WEC Energy made up 0.02% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #431 holding.
Fifth Third Wealth Advisors first reported a position in WEC Energy in Q2 2024 and has held it in 9 quarters since.
1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.