Krilogy Financial’s WEC Energy WEC Stock Holding History

Krilogy Financial’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	$471K	Buy	4,033 +1,209	+43%	+$138K	0.01%	659
2026 Q1	$329K	Buy	+2,824	New	+$317K	0.01%	703

Other funds holding WEC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Krilogy Financial's WEC Position: Q2 2026 in Review

Krilogy Financial increased its WEC Energy (WEC) stake by 43% in Q2 2026, buying an estimated $138K and bringing the position to 4,033 shares worth $471K. The position accounts for 0.01% of the portfolio, ranked #659.

Krilogy Financial first reported a position in WEC in Q1 2026 and has held it in 2 quarters since. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Krilogy Financial held 4,033 shares of WEC Energy worth $471K as of Q2 2026.
Krilogy Financial bought 1,209 WEC Energy shares in Q2 2026, an estimated $138K.
WEC Energy made up 0.01% of Krilogy Financial's portfolio in Q2 2026, its #659 holding.
Krilogy Financial first reported a position in WEC Energy in Q1 2026 and has held it in 2 quarters since.
1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.