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Integrated Advisors Network’s WEC Energy WEC Stock Holding History

Integrated Advisors Network’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 		$837K Sell
7,166
-234
-3% -$26.7K 0.04% 364
2026
Q1 		$857K Buy
7,400
+235
+3% +$26.4K 0.05% 344
2025
Q4 		$756K Buy
7,165
+135
+2% +$14.9K 0.03% 398
2025
Q3 		$806K Sell
7,030
-72
-1% -$7.8K 0.03% 405
2025
Q2 		$740K Sell
7,102
-33
-0.5% -$3.51K 0.03% 416
2025
Q1 		$778K Buy
7,135
+188
+3% +$19.2K 0.04% 362
2024
Q4 		$653K Buy
6,947
+81
+1% +$7.85K 0.03% 391
2024
Q3 		$660K Buy
6,866
+14
+0.2% +$1.24K 0.03% 401
2024
Q2 		$538K Buy
6,852
+29
+0.4% +$2.36K 0.03% 425
2024
Q1 		$560K Buy
6,823
+352
+5% +$28.3K 0.03% 437
2023
Q4 		$545K Sell
6,471
-1,092
-14% -$89.9K 0.03% 409
2023
Q3 		$609K Buy
7,563
+1,115
+17% +$96.9K 0.04% 373
2023
Q2 		$569K Sell
6,448
-48
-0.7% -$4.43K 0.03% 400
2023
Q1 		$616K Sell
6,496
-35
-0.5% -$3.24K 0.04% 375
2022
Q4 		$612K Buy
6,531
+3
+0% +$277 0.04% 370
2022
Q3 		$584K Sell
6,528
-152
-2% -$15.5K 0.04% 365
2022
Q2 		$672K Sell
6,680
-36,510
-85% -$3.7M 0.04% 353
2022
Q1 		$4.31M Sell
43,190
-2,097
-5% -$198K 0.25% 98
2021
Q4 		$4.4M Buy
45,287
+2,618
+6% +$239K 0.26% 102
2021
Q3 		$3.76M Buy
42,669
+35,705
+513% +$3.35M 0.25% 110
2021
Q2 		$619K Buy
6,964
+4
+0.1% +$377 0.05% 318
2021
Q1 		$651K Buy
+6,960
New +$607K 0.06% 278
2020
Q4 		– Sell
-24,917
Closed -$2.41M – 519
2020
Q3 		$2.41M Buy
+24,917
New +$2.32M 0.31% 89

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

Integrated Advisors Network's WEC Position: Q2 2026 in Review

Integrated Advisors Network reduced its WEC Energy (WEC) stake by 3.2% in Q2 2026, selling an estimated $26.7K and leaving 7,166 shares worth $837K. The position accounts for 0.04% of the portfolio, ranked #364.

Integrated Advisors Network first reported a position in WEC in Q3 2020 and has held it in 23 quarters since. The position peaked at $4.4M in Q4 2021. 1,410 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Integrated Advisors Network held 7,166 shares of WEC Energy worth $837K as of Q2 2026.
  • Integrated Advisors Network sold 234 WEC Energy shares in Q2 2026, an estimated $26.7K.
  • WEC Energy made up 0.04% of Integrated Advisors Network's portfolio in Q2 2026, its #364 holding.
  • Integrated Advisors Network first reported a position in WEC Energy in Q3 2020 and has held it in 23 quarters since.
  • Integrated Advisors Network's WEC Energy position peaked at $4.4M in Q4 2021.
  • 1,410 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Integrated Advisors Network's 13F filing for Q2 2026, filed 11 Aug 2026.