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Operose Advisors’s WEC Energy WEC Stock Holding History

Operose 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 		$184K Sell
1,580
-124
-7% -$14.1K 0.04% 179
2026
Q1 		$197K Buy
1,704
+124
+8% +$13.9K 0.05% 151
2025
Q4 		$167K Sell
1,580
-33
-2% -$3.65K 0.04% 166
2025
Q3 		$185K Buy
1,613
+339
+27% +$36.7K 0.05% 153
2025
Q2 		$133K Buy
1,274
+33
+3% +$3.51K 0.04% 163
2025
Q1 		$135K Sell
1,241
-66
-5% -$6.74K 0.04% 150
2024
Q4 		$123K Sell
1,307
-765
-37% -$74.2K 0.04% 155
2024
Q3 		$199K Buy
2,072
+285
+16% +$25.3K 0.06% 141
2024
Q2 		$140K Sell
1,787
-486
-21% -$39.5K 0.05% 164
2024
Q1 		$187K Buy
2,273
+1,441
+173% +$116K 0.06% 158
2023
Q4 		$70K Buy
832
+55
+7% +$4.53K 0.03% 193
2023
Q3 		$62.6K Buy
777
+96
+14% +$8.34K 0.02% 267
2023
Q2 		$60.1K Hold
681
– – 0.03% 152
2023
Q1 		$64.6K Hold
681
– – 0.03% 142
2022
Q4 		$63.9K Hold
681
– – 0.03% 141
2022
Q3 		$61K Hold
681
– – 0.04% 136
2022
Q2 		$69K Hold
681
– – 0.05% 121
2022
Q1 		$68K Hold
681
– – 0.05% 131
2021
Q4 		$66K Buy
+681
New +$62.3K 0.05% 121

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

Operose Advisors's WEC Position: Q2 2026 in Review

Operose Advisors reduced its WEC Energy (WEC) stake by 7.3% in Q2 2026, selling an estimated $14.1K and leaving 1,580 shares worth $184K. The position accounts for 0.04% of the portfolio, ranked #179.

Operose Advisors first reported a position in WEC in Q4 2021 and has held it in 19 quarters since. The position peaked at $199K in Q3 2024. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Operose Advisors held 1,580 shares of WEC Energy worth $184K as of Q2 2026.
  • Operose Advisors sold 124 WEC Energy shares in Q2 2026, an estimated $14.1K.
  • WEC Energy made up 0.04% of Operose Advisors's portfolio in Q2 2026, its #179 holding.
  • Operose Advisors first reported a position in WEC Energy in Q4 2021 and has held it in 19 quarters since.
  • Operose Advisors's WEC Energy position peaked at $199K in Q3 2024.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

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