IWA
WEC icon

Icon Wealth Advisors’s WEC Energy WEC Stock Holding History

Icon 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 		$2.25M Buy
19,271
+4,924
+34% +$562K 0.14% 110
2026
Q1 		$1.64M Buy
14,347
+915
+7% +$103K 0.11% 127
2025
Q4 		$1.42M Buy
13,432
+2,806
+26% +$311K 0.09% 139
2025
Q3 		$1.22M Sell
10,626
-284
-3% -$30.8K 0.08% 159
2025
Q2 		$1.14M Sell
10,910
-54
-0.5% -$5.75K 0.08% 156
2025
Q1 		$1.19M Buy
10,964
+135
+1% +$13.8K 0.1% 144
2024
Q4 		$1.02M Sell
10,829
-9
-0.1% -$873 0.08% 147
2024
Q3 		$1.04M Sell
10,838
-116
-1% -$10.3K 0.09% 145
2024
Q2 		$943K Sell
10,954
-689
-6% -$56K 0.08% 152
2024
Q1 		$956K Sell
11,643
-839
-7% -$67.5K 0.09% 142
2023
Q4 		$1.05M Buy
+12,482
New +$1.03M 0.11% 123
2022
Q4 		$2.21M Sell
23,519
-15
-0.1% -$1.39K 0.25% 90
2022
Q3 		$2.1M Buy
+23,534
New +$2.4M 0.26% 92

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

Icon Wealth Advisors's WEC Position: Q2 2026 in Review

Icon Wealth Advisors increased its WEC Energy (WEC) stake by 34% in Q2 2026, buying an estimated $562K and bringing the position to 19,271 shares worth $2.25M. The position accounts for 0.14% of the portfolio, ranked #110.

Icon Wealth Advisors first reported a position in WEC in Q3 2022 and has held it in 13 quarters since. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Icon Wealth Advisors held 19,271 shares of WEC Energy worth $2.25M as of Q2 2026.
  • Icon Wealth Advisors bought 4,924 WEC Energy shares in Q2 2026, an estimated $562K.
  • WEC Energy made up 0.14% of Icon Wealth Advisors's portfolio in Q2 2026, its #110 holding.
  • Icon Wealth Advisors first reported a position in WEC Energy in Q3 2022 and has held it in 13 quarters since.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.