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Kingswood Wealth Advisors’s WEC Energy WEC Stock Holding History

Kingswood 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 		$232K Sell
1,986
-82
-4% -$9.36K 0.01% 898
2026
Q1 		$239K Buy
+2,068
New +$232K 0.01% 808
2025
Q1 		– Sell
-2,349
Closed -$221K – 833
2024
Q4 		$221K Sell
2,349
-5,768
-71% -$559K 0.02% 709
2024
Q3 		$780K Buy
8,117
+503
+7% +$44.6K 0.06% 350
2024
Q2 		$597K Buy
7,614
+1,681
+28% +$137K 0.05% 345
2024
Q1 		$487K Buy
+5,933
New +$477K 0.06% 354
2023
Q4 		– Sell
-3,740
Closed -$301K – 674
2023
Q3 		$301K Buy
+3,740
New +$325K 0.05% 325

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

Kingswood Wealth Advisors's WEC Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its WEC Energy (WEC) stake by 4% in Q2 2026, selling an estimated $9.36K and leaving 1,986 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #898.

Kingswood Wealth Advisors first reported a position in WEC in Q3 2023 and has held it in 7 quarters since. The position peaked at $780K in Q3 2024. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Kingswood Wealth Advisors held 1,986 shares of WEC Energy worth $232K as of Q2 2026.
  • Kingswood Wealth Advisors sold 82 WEC Energy shares in Q2 2026, an estimated $9.36K.
  • WEC Energy made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #898 holding.
  • Kingswood Wealth Advisors first reported a position in WEC Energy in Q3 2023 and has held it in 7 quarters since.
  • Kingswood Wealth Advisors's WEC Energy position peaked at $780K in Q3 2024.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.