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Lloyd Advisory Services’s WEC Energy WEC Stock Holding History

Lloyd 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 		$189K Sell
1,616
-3,705
-70% -$423K 0.07% 119
2026
Q1 		$616K Buy
5,321
+4,671
+719% +$525K 0.18% 65
2025
Q4 		$68.5K Buy
+650
New +$72K 0.03% 214
2024
Q2 		– Sell
-7,690
Closed -$632K – 193
2024
Q1 		$632K Buy
+7,690
New +$618K 0.13% 115
2020
Q4 		– Sell
-47
Closed -$5K – 387
2020
Q3 		$5K Buy
+47
New +$4.38K ﹤0.01% 240

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

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

Lloyd Advisory Services reduced its WEC Energy (WEC) stake by 70% in Q2 2026, selling an estimated $423K and leaving 1,616 shares worth $189K. The position accounts for 0.07% of the portfolio, ranked #119.

Lloyd Advisory Services first reported a position in WEC in Q3 2020 and has held it in 5 quarters since. The position peaked at $632K in Q1 2024. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Lloyd Advisory Services held 1,616 shares of WEC Energy worth $189K as of Q2 2026.
  • Lloyd Advisory Services sold 3,705 WEC Energy shares in Q2 2026, an estimated $423K.
  • WEC Energy made up 0.07% of Lloyd Advisory Services's portfolio in Q2 2026, its #119 holding.
  • Lloyd Advisory Services first reported a position in WEC Energy in Q3 2020 and has held it in 5 quarters since.
  • Lloyd Advisory Services's WEC Energy position peaked at $632K in Q1 2024.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.