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Opal Wealth Advisors’s WEC Energy WEC Stock Holding History

Opal Wealth 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 		– Sell
-332
Closed -$38.4K – 584
2026
Q1 		$38.4K Buy
+332
New +$37.3K 0.01% 456
2025
Q3 		– Sell
-240
Closed -$25K – 552
2025
Q2 		$25K Sell
240
-50
-17% -$5.32K 0.01% 516
2025
Q1 		$31.6K Buy
+290
New +$29.6K 0.01% 433
2024
Q3 		– Sell
-280
Closed -$22K – 1166
2024
Q2 		$22K Sell
280
-19
-6% -$1.54K 0.01% 484
2024
Q1 		$24.6K Buy
+299
New +$24K 0.01% 228

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

Opal Wealth Advisors's WEC Position: Q2 2026 in Review

Opal Wealth Advisors sold out of WEC Energy (WEC) in Q2 2026, closing a stake of 332 shares — an estimated $38.4K sold.

Opal Wealth Advisors first reported a position in WEC in Q1 2024 and held it in 5 quarters. The position peaked at $38.4K in Q1 2026. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Opal Wealth Advisors reported no remaining WEC Energy position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 332 WEC Energy shares in Q2 2026, an estimated $38.4K.
  • Opal Wealth Advisors first reported a position in WEC Energy in Q1 2024 and held it in 5 quarters.
  • Opal Wealth Advisors's WEC Energy position peaked at $38.4K in Q1 2026.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.