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International Private Wealth Advisors’s WEC Energy WEC Stock Holding History

International Private 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 		$465K Buy
3,986
+11
+0.3% +$1.25K 0.24% 83
2026
Q1 		$460K Buy
3,975
+109
+3% +$12.2K 0.28% 80
2025
Q4 		$408K Buy
3,866
+1,227
+46% +$136K 0.26% 83
2025
Q3 		$302K Sell
2,639
-344
-12% -$37.3K 0.19% 119
2025
Q2 		$311K Sell
2,983
-291
-9% -$31K 0.27% 110
2025
Q1 		$357K Buy
3,274
+457
+16% +$46.7K 0.34% 88
2024
Q4 		$265K Buy
2,817
+86
+3% +$8.34K 0.26% 115
2024
Q3 		$263K Sell
2,731
-117
-4% -$10.4K 0.38% 91
2024
Q2 		$223K Buy
2,848
+165
+6% +$13.4K 0.38% 109
2024
Q1 		$220K Buy
+2,683
New +$216K 0.43% 104

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 $3.38T AUM 44.17% 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

International Private Wealth Advisors's WEC Position: Q2 2026 in Review

International Private Wealth Advisors increased its WEC Energy (WEC) stake by 0.28% in Q2 2026, buying an estimated $1.25K and bringing the position to 3,986 shares worth $465K. The position accounts for 0.24% of the portfolio, ranked #83.

International Private Wealth Advisors first reported a position in WEC in Q1 2024 and has held it in 10 quarters since. 1,412 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • International Private Wealth Advisors held 3,986 shares of WEC Energy worth $465K as of Q2 2026.
  • International Private Wealth Advisors bought 11 WEC Energy shares in Q2 2026, an estimated $1.25K.
  • WEC Energy made up 0.24% of International Private Wealth Advisors's portfolio in Q2 2026, its #83 holding.
  • International Private Wealth Advisors first reported a position in WEC Energy in Q1 2024 and has held it in 10 quarters since.
  • 1,412 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on International Private Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.