JAG
WEC icon

Journey Advisory Group’s WEC Energy WEC Stock Holding History

Journey Advisory Group’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 		$3.56M Buy
30,447
+133
+0.4% +$15.2K 0.27% 96
2026
Q1 		$3.51M Sell
30,314
-470
-2% -$52.8K 0.3% 85
2025
Q4 		$3.25M Sell
30,784
-1,476
-5% -$163K 0.27% 102
2025
Q3 		$3.7M Buy
32,260
+1,996
+7% +$216K 0.27% 94
2025
Q2 		$3.15M Sell
30,264
-161
-0.5% -$17.1K 0.25% 97
2025
Q1 		$3.32M Buy
30,425
+826
+3% +$84.4K 0.27% 91
2024
Q4 		$2.32M Hold
29,599
– – 0.28% 78
2024
Q3 		$2.32M Hold
29,599
– – 0.28% 78
2024
Q2 		$2.32M Buy
29,599
+2,835
+11% +$230K 0.28% 78
2024
Q1 		$2.2M Buy
26,764
+107
+0.4% +$8.61K 0.27% 81
2023
Q4 		$2.24M Sell
26,657
-757
-3% -$62.3K 0.31% 79
2023
Q3 		$2.21M Buy
27,414
+1,180
+4% +$103K 0.33% 77
2023
Q2 		$2.31M Buy
26,234
+3,712
+16% +$343K 0.34% 76
2023
Q1 		$2.13M Buy
22,522
+6,626
+42% +$613K 0.33% 83
2022
Q4 		$1.49M Buy
15,896
+1,990
+14% +$184K 0.37% 68
2022
Q3 		$1.24M Buy
13,906
+1,238
+10% +$126K 0.32% 70
2022
Q2 		$1.32M Buy
12,668
+4,464
+54% +$453K 0.3% 76
2022
Q1 		$819K Buy
8,204
+2,322
+39% +$219K 0.21% 104
2021
Q4 		$571K Buy
5,882
+718
+14% +$65.6K 0.16% 118
2021
Q3 		$455K Buy
5,164
+1,828
+55% +$171K 0.15% 122
2021
Q2 		$297K Buy
3,336
+1,110
+50% +$105K 0.09% 163
2021
Q1 		$208K Buy
+2,226
New +$194K 0.07% 190

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
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Journey Advisory Group's WEC Position: Q2 2026 in Review

Journey Advisory Group increased its WEC Energy (WEC) stake by 0.44% in Q2 2026, buying an estimated $15.2K and bringing the position to 30,447 shares worth $3.56M. The position accounts for 0.27% of the portfolio, ranked #96.

Journey Advisory Group first reported a position in WEC in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.7M in Q3 2025. 979 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Journey Advisory Group held 30,447 shares of WEC Energy worth $3.56M as of Q2 2026.
  • Journey Advisory Group bought 133 WEC Energy shares in Q2 2026, an estimated $15.2K.
  • WEC Energy made up 0.27% of Journey Advisory Group's portfolio in Q2 2026, its #96 holding.
  • Journey Advisory Group first reported a position in WEC Energy in Q1 2021 and has held it in 22 quarters since.
  • Journey Advisory Group's WEC Energy position peaked at $3.7M in Q3 2025.
  • 979 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.