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New Age Alpha Advisors’s WEC Energy WEC Stock Holding History

New Age Alpha 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 		$1.24M Sell
10,660
-178
-2% -$20.3K 0.05% 406
2026
Q1 		$1.25M Buy
10,838
+8,161
+305% +$917K 0.06% 376
2025
Q4 		$282K Buy
2,677
+224
+9% +$24.8K 0.01% 559
2025
Q3 		$281K Buy
2,453
+1,863
+316% +$202K 0.01% 570
2025
Q2 		$61.5K Sell
590
-6
-1% -$638 ﹤0.01% 764
2025
Q1 		$65K Sell
596
-642
-52% -$65.6K ﹤0.01% 795
2024
Q4 		$116K Buy
+1,238
New +$120K ﹤0.01% 729

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

New Age Alpha Advisors's WEC Position: Q2 2026 in Review

New Age Alpha Advisors reduced its WEC Energy (WEC) stake by 1.6% in Q2 2026, selling an estimated $20.3K and leaving 10,660 shares worth $1.24M. The position accounts for 0.05% of the portfolio, ranked #406.

New Age Alpha Advisors first reported a position in WEC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.25M in Q1 2026. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • New Age Alpha Advisors held 10,660 shares of WEC Energy worth $1.24M as of Q2 2026.
  • New Age Alpha Advisors sold 178 WEC Energy shares in Q2 2026, an estimated $20.3K.
  • WEC Energy made up 0.05% of New Age Alpha Advisors's portfolio in Q2 2026, its #406 holding.
  • New Age Alpha Advisors first reported a position in WEC Energy in Q4 2024 and has held it in 7 quarters since.
  • New Age Alpha Advisors's WEC Energy position peaked at $1.25M in Q1 2026.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.