Physician Wealth Advisors’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
Other funds holding WEC
Physician Wealth Advisors's WEC Position: Q2 2026 in Review
Physician Wealth Advisors reduced its WEC Energy (WEC) stake by 6.1% in Q2 2026, selling an estimated $1.71K and leaving 231 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #578.
Physician Wealth Advisors first reported a position in WEC in Q2 2025 and has held it in 5 quarters since. The position peaked at $28.5K in Q1 2026. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.
- Physician Wealth Advisors held 231 shares of WEC Energy worth $27K as of Q2 2026.
- Physician Wealth Advisors sold 15 WEC Energy shares in Q2 2026, an estimated $1.71K.
- WEC Energy made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #578 holding.
- Physician Wealth Advisors first reported a position in WEC Energy in Q2 2025 and has held it in 5 quarters since.
- Physician Wealth Advisors's WEC Energy position peaked at $28.5K in Q1 2026.
- 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.
Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.