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Mount Yale Investment Advisors’s WEC Energy WEC Stock Holding History

Mount Yale 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 		$777K Buy
6,657
+264
+4% +$30.1K 0.01% 656
2026
Q1 		$740K Buy
6,393
+1,333
+26% +$150K 0.02% 593
2025
Q4 		$534K Sell
5,060
-172
-3% -$19K 0.03% 448
2025
Q3 		$600K Buy
5,232
+4,010
+328% +$435K 0.04% 384
2025
Q2 		$127K Buy
+1,222
New +$130K 0.01% 618
2018
Q3 		– Sell
-4,660
Closed -$301K – 1012
2018
Q2 		$301K Buy
4,660
+159
+4% +$9.88K 0.06% 247
2018
Q1 		$282K Buy
+4,501
New +$279K 0.06% 249

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

Mount Yale Investment Advisors's WEC Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its WEC Energy (WEC) stake by 4.1% in Q2 2026, buying an estimated $30.1K and bringing the position to 6,657 shares worth $777K. The position accounts for 0.01% of the portfolio, ranked #656.

Mount Yale Investment Advisors first reported a position in WEC in Q1 2018 and has held it in 7 quarters since. 1,412 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Mount Yale Investment Advisors held 6,657 shares of WEC Energy worth $777K as of Q2 2026.
  • Mount Yale Investment Advisors bought 264 WEC Energy shares in Q2 2026, an estimated $30.1K.
  • WEC Energy made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #656 holding.
  • Mount Yale Investment Advisors first reported a position in WEC Energy in Q1 2018 and has held it in 7 quarters since.
  • 1,412 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.