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Flagship Harbor Advisors’s WEC Energy WEC Stock Holding History

Flagship Harbor 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
-1,807
Closed -$209K – 785
2026
Q1 		$209K Hold
1,807
– – 0.01% 690
2025
Q4 		$191K Sell
1,807
-296
-14% -$32.8K 0.01% 676
2025
Q3 		$241K Sell
2,103
-40
-2% -$4.34K 0.01% 710
2025
Q2 		$223K Sell
2,143
-168
-7% -$17.9K 0.01% 699
2025
Q1 		$252K Sell
2,311
-62
-3% -$6.33K 0.01% 631
2024
Q4 		$223K Sell
2,373
-82
-3% -$7.95K 0.01% 674
2024
Q3 		$236K Buy
+2,455
New +$218K 0.01% 638
2024
Q2 		– Sell
-2,674
Closed -$220K – 733
2024
Q1 		$220K Buy
2,674
+7
+0.3% +$563 0.01% 611
2023
Q4 		$224K Sell
2,667
-8
-0.3% -$659 0.02% 565
2023
Q3 		$215K Buy
2,675
+87
+3% +$7.56K 0.02% 556
2023
Q2 		$228K Buy
+2,588
New +$239K 0.02% 549
2021
Q1 		– Sell
-2,372
Closed -$218K – 653
2020
Q4 		$218K Sell
2,372
-35
-1% -$3.41K 0.03% 510
2020
Q3 		$233K Sell
2,407
-153
-6% -$14.3K 0.03% 430
2020
Q2 		$224K Buy
2,560
+11
+0.4% +$992 0.03% 435
2020
Q1 		$225K Sell
2,549
-17
-0.7% -$1.64K 0.05% 361
2019
Q4 		$237K Sell
2,566
-57
-2% -$5.2K 0.04% 400
2019
Q3 		$249K Buy
2,623
+139
+6% +$12.5K 0.05% 362
2019
Q2 		$207K Buy
2,484
+143
+6% +$11.5K 0.04% 388
2019
Q1 		$185K Buy
2,341
+13
+0.6% +$964 0.04% 419
2018
Q4 		$161K Sell
2,328
-165
-7% -$11.6K 0.04% 406
2018
Q3 		$166K Sell
2,493
-54
-2% -$3.6K 0.03% 463
2018
Q2 		$164K Buy
+2,547
New +$158K 0.03% 454

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

Flagship Harbor Advisors's WEC Position: Q2 2026 in Review

Flagship Harbor Advisors sold out of WEC Energy (WEC) in Q2 2026, closing a stake of 1,807 shares — an estimated $209K sold.

Flagship Harbor Advisors first reported a position in WEC in Q2 2018 and held it in 22 quarters. The position peaked at $252K in Q1 2025. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Flagship Harbor Advisors reported no remaining WEC Energy position as of Q2 2026 after selling out during the quarter.
  • Flagship Harbor Advisors sold 1,807 WEC Energy shares in Q2 2026, an estimated $209K.
  • Flagship Harbor Advisors first reported a position in WEC Energy in Q2 2018 and held it in 22 quarters.
  • Flagship Harbor Advisors's WEC Energy position peaked at $252K in Q1 2025.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Flagship Harbor Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.