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

Pacific Excel 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	$800K	Buy	+6,852	New	+$782K	0.31%	71

Other funds holding WEC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Pacific Excel Wealth Advisors opened a new position in WEC Energy (WEC) in Q2 2026: 6,852 shares worth $800K. The stake represents 0.31% of the portfolio and ranks #71 among its holdings.

1,403 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Pacific Excel Wealth Advisors held 6,852 shares of WEC Energy worth $800K as of Q2 2026.
WEC Energy was a new Pacific Excel Wealth Advisors position in Q2 2026.
WEC Energy made up 0.31% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #71 holding.
1,403 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.