First Command Advisory Services’s WEC Energy WEC Stock Holding History

First Command Advisory Services’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	$43.1K	Sell	369 -1,528	-81%	-$174K	﹤0.01%	477
2026 Q1	$220K	Buy	1,897 +24	+1%	+$2.7K	﹤0.01%	185
2025 Q4	$198K	Buy	1,873 +79	+4%	+$8.75K	﹤0.01%	182
2025 Q3	$206K	Hold	1,794	–	–	﹤0.01%	177
2025 Q2	$187K	Hold	1,794	–	–	﹤0.01%	178
2025 Q1	$196K	Hold	1,794	–	–	﹤0.01%	168
2024 Q4	$169K	Sell	1,794 -198	-10%	-$19.2K	﹤0.01%	176
2024 Q3	$192K	Hold	1,992	–	–	﹤0.01%	168
2024 Q2	$156K	Sell	1,992 -36,820	-95%	-$2.99M	﹤0.01%	171
2024 Q1	$812K	Buy	38,812 +36,550	+1,616%	+$2.94M	0.01%	75
2023 Q4	$190K	Hold	2,262	–	–	﹤0.01%	151
2023 Q3	$182K	Buy	+2,262	New	+$197K	﹤0.01%	145

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

First Command Advisory Services's WEC Position: Q2 2026 in Review

First Command Advisory Services reduced its WEC Energy (WEC) stake by 81% in Q2 2026, selling an estimated $174K and leaving 369 shares worth $43.1K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

First Command Advisory Services first reported a position in WEC in Q3 2023 and has held it in 12 quarters since. The position peaked at $812K in Q1 2024. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

First Command Advisory Services held 369 shares of WEC Energy worth $43.1K as of Q2 2026.
First Command Advisory Services sold 1,528 WEC Energy shares in Q2 2026, an estimated $174K.
WEC Energy made up ﹤0.01% of First Command Advisory Services's portfolio in Q2 2026, its #477 holding.
First Command Advisory Services first reported a position in WEC Energy in Q3 2023 and has held it in 12 quarters since.
First Command Advisory Services's WEC Energy position peaked at $812K in Q1 2024.
1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on First Command Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.