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First Foundation Advisors’s WEC Energy WEC Stock Holding History

First Foundation 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 		$276K Sell
2,367
-48
-2% -$5.48K 0.01% 309
2026
Q1 		$280K Sell
2,415
-38
-2% -$4.27K 0.01% 295
2025
Q4 		$259K Sell
2,453
-245
-9% -$27.1K 0.01% 297
2025
Q3 		$309K Sell
2,698
-4
-0.1% -$434 0.01% 272
2025
Q2 		$282K Sell
2,702
-597
-18% -$63.5K 0.01% 293
2025
Q1 		$360K Sell
3,299
-242
-7% -$24.7K 0.01% 252
2024
Q4 		$333K Sell
3,541
-41
-1% -$3.98K 0.01% 269
2024
Q3 		$345K Buy
3,582
+2
+0.1% +$177 0.01% 266
2024
Q2 		$281K Buy
3,580
+210
+6% +$17.1K 0.01% 287
2024
Q1 		$277K Sell
3,370
-99
-3% -$7.96K 0.01% 293
2023
Q4 		$292K Sell
3,469
-486
-12% -$40K 0.01% 292
2023
Q3 		$319K Buy
+3,955
New +$344K 0.01% 317

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

First Foundation Advisors's WEC Position: Q2 2026 in Review

First Foundation Advisors reduced its WEC Energy (WEC) stake by 2% in Q2 2026, selling an estimated $5.48K and leaving 2,367 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #309.

First Foundation Advisors first reported a position in WEC in Q3 2023 and has held it in 12 quarters since. The position peaked at $360K in Q1 2025. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • First Foundation Advisors held 2,367 shares of WEC Energy worth $276K as of Q2 2026.
  • First Foundation Advisors sold 48 WEC Energy shares in Q2 2026, an estimated $5.48K.
  • WEC Energy made up 0.01% of First Foundation Advisors's portfolio in Q2 2026, its #309 holding.
  • First Foundation Advisors first reported a position in WEC Energy in Q3 2023 and has held it in 12 quarters since.
  • First Foundation Advisors's WEC Energy position peaked at $360K in Q1 2025.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

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