Pacific Capital Wealth Advisors’s WEC Energy WEC Stock Holding History

Pacific Capital 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	$222K	Hold	1,905	–	–	0.03%	83
2026 Q1	$221K	Hold	1,905	–	–	0.04%	82
2025 Q4	$201K	Sell	1,905 -35	-2%	-$3.88K	0.03%	78
2025 Q3	$222K	Buy	+1,940	New	+$210K	0.04%	77
2025 Q2	–	Sell	-2,111	Closed	-$230K	–	84
2025 Q1	$230K	Hold	2,111	–	–	0.04%	79
2024 Q4	$199K	Hold	2,111	–	–	0.03%	81
2024 Q3	$203K	Hold	2,111	–	–	0.03%	78
2024 Q2	$166K	Hold	2,111	–	–	0.03%	84
2024 Q1	$173K	Hold	2,111	–	–	0.04%	69
2023 Q4	$178K	Buy	+2,111	New	+$174K	0.05%	66
2023 Q3	–	Sell	-2,490	Closed	-$220K	–	70
2023 Q2	$220K	Hold	2,490	–	–	0.06%	62
2023 Q1	$236K	Hold	2,490	–	–	0.06%	74
2022 Q4	$233K	Sell	2,490 -41	-2%	-$3.79K	0.06%	78
2022 Q3	$226K	Hold	2,531	–	–	0.06%	74
2022 Q2	$255K	Hold	2,531	–	–	0.07%	77
2022 Q1	$253K	Hold	2,531	–	–	0.07%	80
2021 Q4	$246K	Hold	2,531	–	–	0.07%	81
2021 Q3	$223K	Hold	2,531	–	–	0.07%	79
2021 Q2	$225K	Hold	2,531	–	–	0.11%	72
2021 Q1	$237K	Buy	2,531 +29	+1%	+$2.53K	0.13%	60
2020 Q4	$230K	Hold	2,502	–	–	0.13%	62
2020 Q3	$242K	Hold	2,502	–	–	0.14%	60
2020 Q2	$219K	Sell	2,502 -19	-0.8%	-$1.71K	0.15%	53
2020 Q1	$222K	Sell	2,521 -210	-8%	-$20.2K	0.17%	52
2019 Q4	$252K	Buy	+2,731	New	+$249K	0.17%	53

Other funds holding WEC

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

TNB

Thomasville National Bank Thomasville, Georgia $1.82B AUM

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Pacific Capital Wealth Advisors's WEC Position: Q2 2026 in Review

Pacific Capital Wealth Advisors held its WEC Energy (WEC) position steady in Q2 2026 at 1,905 shares worth $222K. The position accounts for 0.03% of the portfolio, ranked #83.

Pacific Capital Wealth Advisors first reported a position in WEC in Q4 2019 and has held it in 25 quarters since. The position peaked at $255K in Q2 2022. 245 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Pacific Capital Wealth Advisors held 1,905 shares of WEC Energy worth $222K as of Q2 2026.
Pacific Capital Wealth Advisors left its WEC Energy share count unchanged in Q2 2026.
WEC Energy made up 0.03% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #83 holding.
Pacific Capital Wealth Advisors first reported a position in WEC Energy in Q4 2019 and has held it in 25 quarters since.
Pacific Capital Wealth Advisors's WEC Energy position peaked at $255K in Q2 2022.
245 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.