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Fortis Group Advisors’s WEC Energy WEC Stock Holding History

Fortis Group 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 		$446K Sell
3,819
-14,934
-80% -$1.7M 0.07% 194
2026
Q1 		$2.2M Buy
18,753
+14,948
+393% +$1.68M 0.36% 72
2025
Q4 		$401K Hold
3,805
– – 0.07% 213
2025
Q3 		$436K Hold
3,805
– – 0.08% 168
2025
Q2 		$396K Hold
3,805
– – 0.07% 169
2025
Q1 		$415K Hold
3,805
– – 0.08% 145
2024
Q4 		$358K Hold
3,805
– – 0.07% 152
2024
Q3 		$366K Hold
3,805
– – 0.07% 145
2024
Q2 		$299K Hold
3,805
– – 0.06% 153
2024
Q1 		$312K Sell
3,805
-3,805
-50% -$306K 0.06% 163
2023
Q4 		$641K Buy
7,610
+3,805
+100% +$313K 0.16% 63
2023
Q3 		$306K Buy
+3,805
New +$331K 0.09% 92
2020
Q3 		$573K Buy
+5,924
New +$552K 0.11% 95

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

Fortis Group Advisors's WEC Position: Q2 2026 in Review

Fortis Group Advisors reduced its WEC Energy (WEC) stake by 80% in Q2 2026, selling an estimated $1.7M and leaving 3,819 shares worth $446K. The position accounts for 0.07% of the portfolio, ranked #194.

Fortis Group Advisors first reported a position in WEC in Q3 2020 and has held it in 13 quarters since. The position peaked at $2.2M in Q1 2026. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Fortis Group Advisors held 3,819 shares of WEC Energy worth $446K as of Q2 2026.
  • Fortis Group Advisors sold 14,934 WEC Energy shares in Q2 2026, an estimated $1.7M.
  • WEC Energy made up 0.07% of Fortis Group Advisors's portfolio in Q2 2026, its #194 holding.
  • Fortis Group Advisors first reported a position in WEC Energy in Q3 2020 and has held it in 13 quarters since.
  • Fortis Group Advisors's WEC Energy position peaked at $2.2M in Q1 2026.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.