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Medallion Wealth Advisors’s WEC Energy WEC Stock Holding History

Medallion 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 		$38.9K Buy
333
+1
+0.3% +$114 0.01% 513
2026
Q1 		$38.4K Hold
332
– – 0.01% 523
2025
Q4 		$35K Hold
332
– – 0.01% 528
2025
Q3 		$38K Hold
332
– – 0.01% 511
2025
Q2 		$34.8K Hold
332
– – 0.01% 527
2025
Q1 		$36.2K Hold
332
– – 0.02% 473
2024
Q4 		$31.2K Buy
+332
New +$32.2K 0.02% 486

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

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

Medallion Wealth Advisors increased its WEC Energy (WEC) stake by 0.3% in Q2 2026, buying an estimated $114 and bringing the position to 333 shares worth $38.9K. The position accounts for 0.01% of the portfolio, ranked #513.

Medallion Wealth Advisors first reported a position in WEC in Q4 2024 and has held it in 7 quarters since. 1,410 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Medallion Wealth Advisors held 333 shares of WEC Energy worth $38.9K as of Q2 2026.
  • Medallion Wealth Advisors bought 1 WEC Energy share in Q2 2026, an estimated $114.
  • WEC Energy made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #513 holding.
  • Medallion Wealth Advisors first reported a position in WEC Energy in Q4 2024 and has held it in 7 quarters since.
  • 1,410 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.