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Forvis Mazars Wealth Advisors’s WEC Energy WEC Stock Holding History

Forvis Mazars Wealth 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 		$1.04M Sell
8,939
-174
-2% -$19.9K 0.02% 218
2026
Q1 		$1.05M Sell
9,113
-352
-4% -$39.5K 0.02% 206
2025
Q4 		$998K Buy
9,465
+615
+7% +$68.1K 0.02% 210
2025
Q3 		$1.01M Buy
8,850
+632
+8% +$68.5K 0.02% 207
2025
Q2 		$856K Buy
8,218
+61
+0.7% +$6.49K 0.02% 222
2025
Q1 		$889K Sell
8,157
-55
-0.7% -$5.62K 0.02% 217
2024
Q4 		$772K Sell
8,212
-29
-0.4% -$2.81K 0.02% 252
2024
Q3 		$793K Buy
8,241
+15
+0.2% +$1.33K 0.02% 253
2024
Q2 		$645K Hold
8,226
– – 0.02% 254
2024
Q1 		$675K Sell
8,226
-5
-0.1% -$402 0.02% 251
2023
Q4 		$693K Sell
8,231
-220
-3% -$18.1K 0.02% 241
2023
Q3 		$681K Sell
8,451
-12
-0.1% -$1.04K 0.02% 233
2023
Q2 		$747K Hold
8,463
– – 0.02% 242
2023
Q1 		$802K Hold
8,463
– – 0.03% 220
2022
Q4 		$794K Buy
8,463
+90
+1% +$8.32K 0.03% 219
2022
Q3 		$749K Sell
8,373
-1
-0% -$102 0.03% 217
2022
Q2 		$843K Buy
+8,374
New +$849K 0.03% 201
2021
Q1 		– Sell
-2,492
Closed -$229K – 354
2020
Q4 		$229K Sell
2,492
-43
-2% -$4.18K 0.01% 332
2020
Q3 		$246K Sell
2,535
-45
-2% -$4.19K 0.01% 279
2020
Q2 		$226K Buy
2,580
+4
+0.2% +$361 0.01% 289
2020
Q1 		$227K Buy
2,576
+122
+5% +$11.7K 0.02% 259
2019
Q4 		$226K Buy
+2,454
New +$224K 0.02% 269
2017
Q2 		– Sell
-5,747
Closed -$348K – 228
2017
Q1 		$348K Buy
5,747
+497
+9% +$29.3K 0.04% 159
2016
Q4 		$308K Buy
+5,250
New +$301K 0.04% 154

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

Forvis Mazars Wealth Advisors's WEC Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors reduced its WEC Energy (WEC) stake by 1.9% in Q2 2026, selling an estimated $19.9K and leaving 8,939 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #218.

Forvis Mazars Wealth Advisors first reported a position in WEC in Q4 2016 and has held it in 24 quarters since. The position peaked at $1.05M in Q1 2026. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 8,939 shares of WEC Energy worth $1.04M as of Q2 2026.
  • Forvis Mazars Wealth Advisors sold 174 WEC Energy shares in Q2 2026, an estimated $19.9K.
  • WEC Energy made up 0.02% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #218 holding.
  • Forvis Mazars Wealth Advisors first reported a position in WEC Energy in Q4 2016 and has held it in 24 quarters since.
  • Forvis Mazars Wealth Advisors's WEC Energy position peaked at $1.05M in Q1 2026.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.