FSM Wealth Advisors’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
Other funds holding WEC
FSM Wealth Advisors's WEC Position: Q2 2026 in Review
FSM Wealth Advisors increased its WEC Energy (WEC) stake by 0.07% in Q2 2026, buying an estimated $228 and bringing the position to 2,885 shares worth $337K. The position accounts for 0.04% of the portfolio, ranked #242.
FSM Wealth Advisors first reported a position in WEC in Q2 2025 and has held it in 5 quarters since. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.
- FSM Wealth Advisors held 2,885 shares of WEC Energy worth $337K as of Q2 2026.
- FSM Wealth Advisors bought 2 WEC Energy shares in Q2 2026, an estimated $228.
- WEC Energy made up 0.04% of FSM Wealth Advisors's portfolio in Q2 2026, its #242 holding.
- FSM Wealth Advisors first reported a position in WEC Energy in Q2 2025 and has held it in 5 quarters since.
- 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.
Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.