Financial Advisory Partners’s WEC Energy WEC Stock Holding History

Financial Advisory Partners’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	$526K	Sell	4,507 -211	-4%	-$24.1K	0.14%	61
2026 Q1	$546K	Sell	4,718 -143	-3%	-$16.1K	0.15%	57
2025 Q4	$513K	Buy	4,861 +119	+3%	+$13.2K	0.14%	58
2025 Q3	$543K	Sell	4,742 -25	-0.5%	-$2.71K	0.16%	57
2025 Q2	$497K	Sell	4,767 -197	-4%	-$21K	0.16%	57
2025 Q1	$541K	Sell	4,964 -380	-7%	-$38.8K	0.18%	57
2024 Q4	$503K	Hold	5,344	–	–	0.17%	58
2024 Q3	$514K	Sell	5,344 -150	-3%	-$13.3K	0.17%	57
2024 Q2	$431K	Sell	5,494 -650	-11%	-$52.8K	0.16%	55
2024 Q1	$505K	Sell	6,144 -395	-6%	-$31.8K	0.2%	55
2023 Q4	$550K	Sell	6,539 -185	-3%	-$15.2K	0.2%	56
2023 Q3	$542K	Sell	6,724 -300	-4%	-$26.1K	0.22%	58
2023 Q2	$620K	Buy	+7,024	New	+$649K	0.24%	57

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

Financial Advisory Partners's WEC Position: Q2 2026 in Review

Financial Advisory Partners reduced its WEC Energy (WEC) stake by 4.5% in Q2 2026, selling an estimated $24.1K and leaving 4,507 shares worth $526K. The position accounts for 0.14% of the portfolio, ranked #61.

Financial Advisory Partners first reported a position in WEC in Q2 2023 and has held it in 13 quarters since. The position peaked at $620K in Q2 2023. 1,398 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Financial Advisory Partners held 4,507 shares of WEC Energy worth $526K as of Q2 2026.
Financial Advisory Partners sold 211 WEC Energy shares in Q2 2026, an estimated $24.1K.
WEC Energy made up 0.14% of Financial Advisory Partners's portfolio in Q2 2026, its #61 holding.
Financial Advisory Partners first reported a position in WEC Energy in Q2 2023 and has held it in 13 quarters since.
Financial Advisory Partners's WEC Energy position peaked at $620K in Q2 2023.
1,398 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Financial Advisory Partners's 13F filing for Q2 2026, filed 20 Jul 2026.