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Focus Partners Advisor Solutions’s WEC Energy WEC Stock Holding History

Focus Partners Advisor Solutions’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 		$374K Buy
+3,201
New +$365K ﹤0.01% 926
2026
Q1 		– Sell
-3,339
Closed -$352K – 1371
2025
Q4 		$352K Sell
3,339
-2,091
-39% -$232K ﹤0.01% 837
2025
Q3 		$614K Buy
+5,430
New +$589K 0.01% 673
2025
Q1 		– Sell
-4,680
Closed -$440K – 1037
2024
Q4 		$440K Buy
4,680
+1,430
+44% +$139K 0.01% 506
2024
Q3 		$313K Buy
+3,250
New +$288K 0.01% 563
2024
Q2 		– Sell
-2,638
Closed -$217K – 681
2024
Q1 		$217K Buy
+2,638
New +$212K 0.01% 559
2022
Q1 		– Sell
-2,179
Closed -$212K – 354
2021
Q4 		$212K Buy
+2,179
New +$199K 0.04% 133

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

Focus Partners Advisor Solutions's WEC Position: Q2 2026 in Review

Focus Partners Advisor Solutions opened a new position in WEC Energy (WEC) in Q2 2026: 3,201 shares worth $374K. The stake represents ﹤0.01% of the portfolio and ranks #926 among its holdings. This is a return to the name: Focus Partners Advisor Solutions previously reported a position in WEC as recently as Q4 2025.

Focus Partners Advisor Solutions first reported a position in WEC in Q4 2021 and has held it in 7 quarters since. The position peaked at $614K in Q3 2025. 1,407 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Focus Partners Advisor Solutions held 3,201 shares of WEC Energy worth $374K as of Q2 2026.
  • WEC Energy was a new Focus Partners Advisor Solutions position in Q2 2026.
  • WEC Energy made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #926 holding.
  • Focus Partners Advisor Solutions first reported a position in WEC Energy in Q4 2021 and has held it in 7 quarters since.
  • Focus Partners Advisor Solutions's WEC Energy position peaked at $614K in Q3 2025.
  • 1,407 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.