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Harbor Investment Advisory’s WEC Energy WEC Stock Holding History

Harbor Investment Advisory’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 		$23.4K Hold
200
– – ﹤0.01% 913
2026
Q1 		$23.2K Sell
200
-78
-28% -$8.76K ﹤0.01% 760
2025
Q4 		$29.3K Buy
278
+200
+256% +$22.1K ﹤0.01% 749
2025
Q3 		$8.94K Sell
78
-1
-1% -$108 ﹤0.01% 922
2025
Q2 		$8.23K Hold
79
– – ﹤0.01% 925
2025
Q1 		$8.61K Hold
79
– – ﹤0.01% 900
2024
Q4 		$7.43K Hold
79
– – ﹤0.01% 921
2024
Q3 		$7.6K Sell
79
-3
-4% -$266 ﹤0.01% 923
2024
Q2 		$6.43K Buy
82
+43
+110% +$3.49K ﹤0.01% 935
2024
Q1 		$3.2K Buy
39
+8
+26% +$643 ﹤0.01% 1030
2023
Q4 		$2.61K Hold
31
– – ﹤0.01% 1021
2023
Q3 		$2.5K Sell
31
-1,213
-98% -$105K ﹤0.01% 1015
2023
Q2 		$110K Hold
1,244
– – 0.02% 476
2023
Q1 		$118K Hold
1,244
– – 0.02% 454
2022
Q4 		$117K Buy
1,244
+20
+2% +$1.85K 0.02% 455
2022
Q3 		$109K Hold
1,224
– – 0.02% 447
2022
Q2 		$123K Hold
1,224
– – 0.02% 447
2022
Q1 		$122K Hold
1,224
– – 0.02% 486
2021
Q4 		$119K Hold
1,224
– – 0.02% 495
2021
Q3 		$108K Hold
1,224
– – 0.01% 507
2021
Q2 		$109K Hold
1,224
– – 0.01% 499
2021
Q1 		$115K Hold
1,224
– – 0.02% 449
2020
Q4 		$113K Buy
1,224
+371
+43% +$36.1K 0.02% 423
2020
Q3 		$83K Buy
853
+404
+90% +$37.6K 0.02% 405
2020
Q2 		$39K Buy
449
+11
+3% +$992 0.01% 490
2020
Q1 		$39K Buy
+438
New +$42.1K 0.01% 453

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Harbor Investment Advisory's WEC Position: Q2 2026 in Review

Harbor Investment Advisory held its WEC Energy (WEC) position steady in Q2 2026 at 200 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #913.

Harbor Investment Advisory first reported a position in WEC in Q1 2020 and has held it in 26 quarters since. The position peaked at $123K in Q2 2022. 853 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Harbor Investment Advisory held 200 shares of WEC Energy worth $23.4K as of Q2 2026.
  • Harbor Investment Advisory left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #913 holding.
  • Harbor Investment Advisory first reported a position in WEC Energy in Q1 2020 and has held it in 26 quarters since.
  • Harbor Investment Advisory's WEC Energy position peaked at $123K in Q2 2022.
  • 853 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.