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New England Capital Financial Advisors’s WEC Energy WEC Stock Holding History

New England Capital Financial 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 		$32.7K Hold
280
– – 0.01% 167
2026
Q1 		$32.4K Buy
280
+1
+0.4% +$112 0.01% 154
2025
Q4 		$29.4K Hold
279
– – 0.01% 167
2025
Q3 		$31.9K Buy
279
+1
+0.4% +$108 0.01% 156
2025
Q2 		$29K Buy
278
+202
+266% +$21.5K 0.01% 154
2025
Q1 		$8.31K Hold
76
– – ﹤0.01% 246
2024
Q4 		$7.11K Buy
+76
New +$7.37K ﹤0.01% 251

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 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

New England Capital Financial Advisors's WEC Position: Q2 2026 in Review

New England Capital Financial Advisors held its WEC Energy (WEC) position steady in Q2 2026 at 280 shares worth $32.7K. The position accounts for 0.01% of the portfolio, ranked #167.

New England Capital Financial Advisors first reported a position in WEC in Q4 2024 and has held it in 7 quarters since. 1,065 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • New England Capital Financial Advisors held 280 shares of WEC Energy worth $32.7K as of Q2 2026.
  • New England Capital Financial Advisors left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up 0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #167 holding.
  • New England Capital Financial Advisors first reported a position in WEC Energy in Q4 2024 and has held it in 7 quarters since.
  • 1,065 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.