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Kestra Advisory Services’s WEC Energy WEC Stock Holding History

Kestra Advisory Services’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 		$4.72M Buy
40,409
+7,167
+22% +$818K 0.02% 883
2026
Q1 		$3.85M Sell
33,242
-5,445
-14% -$612K 0.01% 938
2025
Q4 		$4.08M Buy
38,687
+2,530
+7% +$280K 0.02% 858
2025
Q3 		$4.14M Buy
36,157
+4,642
+15% +$503K 0.02% 786
2025
Q2 		$3.28M Buy
31,515
+4,852
+18% +$516K 0.02% 822
2025
Q1 		$2.91M Sell
26,663
-1,302
-5% -$133K 0.01% 814
2024
Q4 		$2.63M Sell
27,965
-519
-2% -$50.3K 0.01% 863
2024
Q3 		$2.74M Buy
28,484
+1,158
+4% +$103K 0.02% 808
2024
Q2 		$2.14M Sell
27,326
-10,915
-29% -$887K 0.01% 924
2024
Q1 		$3.14M Buy
38,241
+523
+1% +$42.1K 0.02% 689
2023
Q4 		$3.17M Buy
37,718
+8,257
+28% +$680K 0.03% 619
2023
Q3 		$2.37M Buy
29,461
+456
+2% +$39.6K 0.02% 629
2023
Q2 		$2.56M Buy
29,005
+290
+1% +$26.8K 0.03% 588
2023
Q1 		$2.72M Buy
28,715
+3,723
+15% +$345K 0.03% 538
2022
Q4 		$2.34M Sell
24,992
-1,989
-7% -$184K 0.02% 684
2022
Q3 		$2.41M Buy
26,981
+2,067
+8% +$211K 0.03% 602
2022
Q2 		$2.51M Buy
24,914
+4,845
+24% +$491K 0.03% 589
2022
Q1 		$2M Buy
20,069
+1,958
+11% +$185K 0.02% 674
2021
Q4 		$1.76M Buy
18,111
+2,598
+17% +$237K 0.02% 737
2021
Q3 		$1.37M Buy
15,513
+625
+4% +$58.6K 0.01% 860
2021
Q2 		$1.32M Buy
14,888
+1,410
+10% +$133K 0.02% 810
2021
Q1 		$1.26M Sell
13,478
-2,807
-17% -$245K 0.02% 776
2020
Q4 		$1.48M Buy
16,285
+2,643
+19% +$257K 0.02% 704
2020
Q3 		$1.32M Buy
+13,642
New +$1.27M 0.02% 546

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

Kestra Advisory Services's WEC Position: Q2 2026 in Review

Kestra Advisory Services increased its WEC Energy (WEC) stake by 22% in Q2 2026, buying an estimated $818K and bringing the position to 40,409 shares worth $4.72M. The position accounts for 0.02% of the portfolio, ranked #883.

Kestra Advisory Services first reported a position in WEC in Q3 2020 and has held it in 24 quarters since. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Kestra Advisory Services held 40,409 shares of WEC Energy worth $4.72M as of Q2 2026.
  • Kestra Advisory Services bought 7,167 WEC Energy shares in Q2 2026, an estimated $818K.
  • WEC Energy made up 0.02% of Kestra Advisory Services's portfolio in Q2 2026, its #883 holding.
  • Kestra Advisory Services first reported a position in WEC Energy in Q3 2020 and has held it in 24 quarters since.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.