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PFG Investments’s WEC Energy WEC Stock Holding History

PFG Investments’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 		$992K Buy
8,499
+9
+0.1% +$1.03K 0.04% 397
2026
Q1 		$983K Buy
8,490
+300
+4% +$33.7K 0.05% 365
2025
Q4 		$864K Buy
8,190
+25
+0.3% +$2.77K 0.04% 384
2025
Q3 		$936K Buy
8,165
+17
+0.2% +$1.84K 0.05% 350
2025
Q2 		$849K Buy
8,148
+85
+1% +$9.04K 0.05% 348
2025
Q1 		$879K Sell
8,063
-13
-0.2% -$1.33K 0.06% 329
2024
Q4 		$759K Sell
8,076
-1,105
-12% -$107K 0.05% 361
2024
Q3 		$883K Sell
9,181
-600
-6% -$53.2K 0.06% 335
2024
Q2 		$767K Buy
9,781
+60
+0.6% +$4.87K 0.05% 324
2024
Q1 		$798K Buy
+9,721
New +$782K 0.05% 383

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

PFG Investments's WEC Position: Q2 2026 in Review

PFG Investments increased its WEC Energy (WEC) stake by 0.11% in Q2 2026, buying an estimated $1.03K and bringing the position to 8,499 shares worth $992K. The position accounts for 0.04% of the portfolio, ranked #397.

PFG Investments first reported a position in WEC in Q1 2024 and has held it in 10 quarters since. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • PFG Investments held 8,499 shares of WEC Energy worth $992K as of Q2 2026.
  • PFG Investments bought 9 WEC Energy shares in Q2 2026, an estimated $1.03K.
  • WEC Energy made up 0.04% of PFG Investments's portfolio in Q2 2026, its #397 holding.
  • PFG Investments first reported a position in WEC Energy in Q1 2024 and has held it in 10 quarters since.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.