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NewEdge Advisors’s WEC Energy WEC Stock Holding History

NewEdge 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 		$10.6M Sell
90,473
-227
-0.3% -$25.9K 0.03% 494
2026
Q1 		$10.5M Buy
90,700
+232
+0.3% +$26.1K 0.04% 442
2025
Q4 		$9.54M Sell
90,468
-126
-0.1% -$14K 0.03% 443
2025
Q3 		$10.4M Buy
90,594
+32,230
+55% +$3.49M 0.05% 389
2025
Q2 		$6.08M Buy
58,364
+4,730
+9% +$503K 0.03% 506
2025
Q1 		$5.85M Buy
53,634
+1,375
+3% +$140K 0.03% 463
2024
Q4 		$4.91M Buy
52,259
+1,762
+3% +$171K 0.03% 503
2024
Q3 		$4.86M Buy
50,497
+5,925
+13% +$525K 0.03% 486
2024
Q2 		$3.5M Sell
44,572
-3,726
-8% -$303K 0.03% 555
2024
Q1 		$3.97M Buy
48,298
+3,402
+8% +$274K 0.03% 462
2023
Q4 		$3.7M Buy
44,896
+3,011
+7% +$248K 0.04% 443
2023
Q3 		$3.37M Buy
41,885
+354
+0.9% +$30.8K 0.04% 419
2023
Q2 		$3.66M Sell
41,531
-829
-2% -$76.6K 0.04% 403
2023
Q1 		$4.02M Sell
42,360
-1,535
-3% -$142K 0.05% 344
2022
Q4 		$1.47M Buy
43,895
+2,626
+6% +$243K 0.04% 402
2022
Q3 		$3.69M Buy
41,269
+151
+0.4% +$15.4K 0.06% 290
2022
Q2 		$4.14M Sell
41,118
-7,641
-16% -$775K 0.07% 271
2022
Q1 		$4.87M Buy
48,759
+22
+0% +$2.08K 0.08% 248
2021
Q4 		$4.73M Buy
48,737
+17,381
+55% +$1.59M 0.07% 254
2021
Q3 		$2.77M Sell
31,356
-8,627
-22% -$809K 0.07% 258
2021
Q2 		$3.56M Sell
39,983
-492
-1% -$46.3K 0.09% 207
2021
Q1 		$3.79M Sell
40,475
-196,663
-83% -$17.1M 0.11% 186
2020
Q4 		$21.8M Buy
237,138
+4,957
+2% +$482K 0.72% 38
2020
Q3 		$22.5M Sell
232,181
-1,782
-0.8% -$166K 0.78% 28
2020
Q2 		$20.5M Buy
233,963
+12,823
+6% +$1.16M 0.8% 29
2020
Q1 		$19.5M Buy
221,140
+7,589
+4% +$730K 0.94% 17
2019
Q4 		$19.7M Buy
213,551
+9,978
+5% +$910K 0.78% 24
2019
Q3 		$19.3M Buy
203,573
+18,648
+10% +$1.68M 0.86% 21
2019
Q2 		$15.4M Buy
184,925
+844
+0.5% +$67.7K 0.94% 21
2019
Q1 		$14.6M Buy
184,081
+14,597
+9% +$1.08M 0.94% 19
2018
Q4 		$11.7K Buy
169,484
+3,567
+2% +$250K 0.76% 21
2018
Q3 		$11.1M Buy
165,917
+12,903
+8% +$860K 0.85% 33
2018
Q2 		$9.97K Buy
153,014
+11,030
+8% +$685K 0.91% 24
2018
Q1 		$8.84M Buy
141,984
+18,891
+15% +$1.17M 1.01% 26
2017
Q4 		$8.05M Buy
123,093
+6,095
+5% +$409K 1.09% 21
2017
Q3 		$7.52M Buy
116,998
+2,783
+2% +$178K 1.17% 19
2017
Q2 		$6.95M Buy
114,215
+17,814
+18% +$1.1M 1.19% 15
2017
Q1 		$5.89M Buy
96,401
+16,009
+20% +$944K 1.34% 15
2016
Q4 		$4.71M Sell
80,392
-143
-0.2% -$8.2K 1.31% 20
2016
Q3 		$4.82M Buy
80,535
+13,995
+21% +$874K 1.52% 11
2016
Q2 		$4.34M Buy
66,540
+11,591
+21% +$697K 1.8% 9
2016
Q1 		$3.3M Buy
54,949
+5,550
+11% +$311K 2.77% 6
2015
Q4 		$2.53M Buy
49,399
+5,289
+12% +$270K 2.09% 19
2015
Q3 		$2.31M Buy
44,110
+1,436
+3% +$69.9K 2.48% 8
2015
Q2 		$1.92M Buy
42,674
+1,041
+3% +$50K 1.63% 26
2015
Q1 		$2.06M Buy
41,633
+983
+2% +$51.4K 1.47% 20
2014
Q4 		$2.14M Buy
+40,650
New +$1.99M 1.66% 19

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
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
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

NewEdge Advisors's WEC Position: Q2 2026 in Review

NewEdge Advisors reduced its WEC Energy (WEC) stake by 0.25% in Q2 2026, selling an estimated $25.9K and leaving 90,473 shares worth $10.6M. The position accounts for 0.03% of the portfolio, ranked #494.

NewEdge Advisors first reported a position in WEC in Q4 2014 and has held it in 47 quarters since. The position peaked at $22.5M in Q3 2020. 1,170 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • NewEdge Advisors held 90,473 shares of WEC Energy worth $10.6M as of Q2 2026.
  • NewEdge Advisors sold 227 WEC Energy shares in Q2 2026, an estimated $25.9K.
  • WEC Energy made up 0.03% of NewEdge Advisors's portfolio in Q2 2026, its #494 holding.
  • NewEdge Advisors first reported a position in WEC Energy in Q4 2014 and has held it in 47 quarters since.
  • NewEdge Advisors's WEC Energy position peaked at $22.5M in Q3 2020.
  • 1,170 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

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