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N.E.W. Advisory Services’s WEC Energy WEC Stock Holding History

N.E.W. 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 		$4.94M Sell
42,320
-88
-0.2% -$10K 0.33% 46
2026
Q1 		$4.91M Buy
42,408
+4,062
+11% +$456K 0.37% 44
2025
Q4 		$4.04M Buy
38,346
+3,813
+11% +$422K 0.3% 52
2025
Q3 		$3.96M Sell
34,533
-602
-2% -$65.3K 0.35% 36
2025
Q2 		$3.66M Sell
35,135
-5,026
-13% -$535K 0.36% 35
2025
Q1 		$4.38M Buy
40,161
+2,142
+6% +$219K 0.34% 47
2024
Q4 		$3.58M Buy
38,019
+2,659
+8% +$258K 0.34% 49
2024
Q3 		$3.4M Buy
35,360
+564
+2% +$50K 0.34% 44
2024
Q2 		$2.73M Sell
34,796
-1,293
-4% -$105K 0.29% 49
2024
Q1 		$2.96M Buy
36,089
+3
+0% +$241 0.33% 46
2023
Q4 		$3.04M Buy
36,086
+132
+0.4% +$10.9K 0.37% 44
2023
Q3 		$2.9M Buy
35,954
+5,766
+19% +$501K 0.41% 41
2023
Q2 		$2.66M Sell
30,188
-324
-1% -$29.9K 0.37% 36
2023
Q1 		$2.89M Buy
30,512
+306
+1% +$28.3K 0.42% 34
2022
Q4 		$2.83M Buy
30,206
+211
+0.7% +$19.5K 0.44% 31
2022
Q3 		$2.68M Buy
29,995
+311
+1% +$31.8K 0.49% 33
2022
Q2 		$2.99M Buy
29,684
+3,032
+11% +$307K 0.52% 29
2022
Q1 		$2.5M Buy
26,652
+2,064
+8% +$195K 0.47% 31
2021
Q4 		$2.39M Sell
24,588
-467
-2% -$42.7K 0.36% 34
2021
Q3 		$2.21M Sell
25,055
-1,156
-4% -$108K 0.36% 33
2021
Q2 		$2.33M Sell
26,211
-441
-2% -$41.5K 0.39% 32
2021
Q1 		$2.49M Buy
26,652
+2,223
+9% +$194K 0.47% 34
2020
Q4 		$2.25M Buy
24,429
+10,071
+70% +$980K 0.47% 32
2020
Q3 		$1.39M Buy
14,358
+166
+1% +$15.5K 0.39% 37
2020
Q2 		$1.24M Buy
+14,192
New +$1.28M 0.39% 36
2019
Q4 		$1.3M Buy
+14,093
New +$1.28M 0.42% 36

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

N.E.W. Advisory Services's WEC Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its WEC Energy (WEC) stake by 0.21% in Q2 2026, selling an estimated $10K and leaving 42,320 shares worth $4.94M. The position accounts for 0.33% of the portfolio, ranked #46.

N.E.W. Advisory Services first reported a position in WEC in Q4 2019 and has held it in 26 quarters since. 949 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • N.E.W. Advisory Services held 42,320 shares of WEC Energy worth $4.94M as of Q2 2026.
  • N.E.W. Advisory Services sold 88 WEC Energy shares in Q2 2026, an estimated $10K.
  • WEC Energy made up 0.33% of N.E.W. Advisory Services's portfolio in Q2 2026, its #46 holding.
  • N.E.W. Advisory Services first reported a position in WEC Energy in Q4 2019 and has held it in 26 quarters since.
  • 949 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.