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Foundations Investment Advisors’s WEC Energy WEC Stock Holding History

Foundations Investment 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 		$3.32M Buy
28,472
+221
+0.8% +$25.2K 0.03% 314
2026
Q1 		$3.27M Sell
28,251
-10,622
-27% -$1.19M 0.04% 288
2025
Q4 		$4.1M Sell
38,873
-1,603
-4% -$177K 0.05% 248
2025
Q3 		$4.64M Sell
40,476
-804
-2% -$87.1K 0.07% 221
2025
Q2 		$4.3M Buy
41,280
+28,830
+232% +$3.07M 0.07% 218
2025
Q1 		$1.36M Buy
12,450
+261
+2% +$26.7K 0.03% 351
2024
Q4 		$1.15M Buy
12,189
+438
+4% +$42.5K 0.02% 377
2024
Q3 		$1.13M Buy
11,751
+2,307
+24% +$204K 0.02% 342
2024
Q2 		$741K Buy
9,444
+2,427
+35% +$197K 0.02% 410
2024
Q1 		$576K Sell
7,017
-1,074
-13% -$86.4K 0.02% 439
2023
Q4 		$662K Buy
8,091
+1,517
+23% +$125K 0.02% 377
2023
Q3 		$530K Sell
6,574
-405
-6% -$35.2K 0.02% 373
2023
Q2 		$616K Sell
6,979
-928
-12% -$85.7K 0.02% 327
2023
Q1 		$749K Buy
7,907
+1,136
+17% +$105K 0.03% 266
2022
Q4 		$635K Sell
6,771
-67
-1% -$6.19K 0.03% 247
2022
Q3 		$611K Buy
6,838
+80
+1% +$8.17K 0.03% 211
2022
Q2 		$684K Hold
6,758
– – 0.03% 185
2022
Q1 		$697K Buy
6,758
+18
+0.3% +$1.7K 0.03% 158
2021
Q4 		$645K Sell
6,740
-170
-2% -$15.5K 0.02% 167
2021
Q3 		$614K Buy
6,910
+184
+3% +$17.3K 0.03% 153
2021
Q2 		$618K Sell
6,726
-390
-5% -$36.7K 0.03% 144
2021
Q1 		$665K Buy
7,116
+2,193
+45% +$191K 0.04% 116
2020
Q4 		$433K Sell
4,923
-191
-4% -$18.6K 0.03% 124
2020
Q3 		$500K Buy
+5,114
New +$476K 0.11% 108

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

Foundations Investment Advisors's WEC Position: Q2 2026 in Review

Foundations Investment Advisors increased its WEC Energy (WEC) stake by 0.78% in Q2 2026, buying an estimated $25.2K and bringing the position to 28,472 shares worth $3.32M. The position accounts for 0.03% of the portfolio, ranked #314.

Foundations Investment Advisors first reported a position in WEC in Q3 2020 and has held it in 24 quarters since. The position peaked at $4.64M in Q3 2025. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Foundations Investment Advisors held 28,472 shares of WEC Energy worth $3.32M as of Q2 2026.
  • Foundations Investment Advisors bought 221 WEC Energy shares in Q2 2026, an estimated $25.2K.
  • WEC Energy made up 0.03% of Foundations Investment Advisors's portfolio in Q2 2026, its #314 holding.
  • Foundations Investment Advisors first reported a position in WEC Energy in Q3 2020 and has held it in 24 quarters since.
  • Foundations Investment Advisors's WEC Energy position peaked at $4.64M in Q3 2025.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

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