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Kingsbury Capital Investment Advisors’s WEC Energy WEC Stock Holding History

Kingsbury Capital Investment 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 		$299K Sell
2,563
-25
-1% -$2.85K 0.25% 82
2026
Q1 		$300K Buy
+2,588
New +$291K 0.28% 76
2022
Q3 		$268K Hold
2,997
– – 0.41% 50
2022
Q2 		$302K Buy
2,997
+56
+2% +$5.68K 0.42% 54
2022
Q1 		$293K Buy
+2,941
New +$278K 0.32% 62

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

Kingsbury Capital Investment Advisors's WEC Position: Q2 2026 in Review

Kingsbury Capital Investment Advisors reduced its WEC Energy (WEC) stake by 0.97% in Q2 2026, selling an estimated $2.85K and leaving 2,563 shares worth $299K. The position accounts for 0.25% of the portfolio, ranked #82.

Kingsbury Capital Investment Advisors first reported a position in WEC in Q1 2022 and has held it in 5 quarters since. The position peaked at $302K in Q2 2022. 1,412 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Kingsbury Capital Investment Advisors held 2,563 shares of WEC Energy worth $299K as of Q2 2026.
  • Kingsbury Capital Investment Advisors sold 25 WEC Energy shares in Q2 2026, an estimated $2.85K.
  • WEC Energy made up 0.25% of Kingsbury Capital Investment Advisors's portfolio in Q2 2026, its #82 holding.
  • Kingsbury Capital Investment Advisors first reported a position in WEC Energy in Q1 2022 and has held it in 5 quarters since.
  • Kingsbury Capital Investment Advisors's WEC Energy position peaked at $302K in Q2 2022.
  • 1,412 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Kingsbury Capital Investment Advisors's 13F filing for Q2 2026, filed 25 Aug 2026.