Financial Engines Advisors
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Financial Engines Advisors’s WEC Energy WEC Stock Holding History

Financial Engines 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 		– Sell
-2,233
Closed -$259K – 572
2026
Q1 		$259K Sell
2,233
-877
-28% -$98.5K ﹤0.01% 486
2025
Q4 		$328K Buy
+3,110
New +$344K ﹤0.01% 451

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 $3.38T AUM 44.17% 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

Financial Engines Advisors's WEC Position: Q2 2026 in Review

Financial Engines Advisors sold out of WEC Energy (WEC) in Q2 2026, closing a stake of 2,233 shares — an estimated $259K sold.

Financial Engines Advisors first reported a position in WEC in Q4 2025 and held it in 2 quarters. The position peaked at $328K in Q4 2025. 1,412 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Financial Engines Advisors reported no remaining WEC Energy position as of Q2 2026 after selling out during the quarter.
  • Financial Engines Advisors sold 2,233 WEC Energy shares in Q2 2026, an estimated $259K.
  • Financial Engines Advisors first reported a position in WEC Energy in Q4 2025 and held it in 2 quarters.
  • Financial Engines Advisors's WEC Energy position peaked at $328K in Q4 2025.
  • 1,412 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.