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PFG Advisors’s WEC Energy WEC Stock Holding History

PFG 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 		$400K Buy
3,424
+19
+0.6% +$2.17K 0.02% 592
2026
Q1 		$394K Buy
+3,405
New +$383K 0.02% 595
2025
Q3 		– Sell
-1,952
Closed -$203K – 841
2025
Q2 		$203K Buy
+1,952
New +$208K 0.01% 608
2024
Q4 		– Sell
-4,137
Closed -$398K – 737
2024
Q3 		$398K Buy
+4,137
New +$367K 0.03% 511

Other funds holding WEC

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

PFG Advisors's WEC Position: Q2 2026 in Review

PFG Advisors increased its WEC Energy (WEC) stake by 0.56% in Q2 2026, buying an estimated $2.17K and bringing the position to 3,424 shares worth $400K. The position accounts for 0.02% of the portfolio, ranked #592.

PFG Advisors first reported a position in WEC in Q3 2024 and has held it in 4 quarters since. 494 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • PFG Advisors held 3,424 shares of WEC Energy worth $400K as of Q2 2026.
  • PFG Advisors bought 19 WEC Energy shares in Q2 2026, an estimated $2.17K.
  • WEC Energy made up 0.02% of PFG Advisors's portfolio in Q2 2026, its #592 holding.
  • PFG Advisors first reported a position in WEC Energy in Q3 2024 and has held it in 4 quarters since.
  • 494 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.