Portus Wealth Advisors’s WEC Energy WEC Stock Holding History

Portus 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	–	Sell	-10	Closed	-$1.16K	–	530
2026 Q1	$1.16K	Buy	+10	New	+$1.12K	﹤0.01%	369

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

Portus Wealth Advisors's WEC Position: Q2 2026 in Review

Portus Wealth Advisors sold out of WEC Energy (WEC) in Q2 2026, closing a stake of 10 shares — an estimated $1.16K sold.

Portus Wealth Advisors first reported a position in WEC in Q1 2026 and held it in 1 quarter. The position peaked at $1.16K in Q1 2026. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Portus Wealth Advisors reported no remaining WEC Energy position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 10 WEC Energy shares in Q2 2026, an estimated $1.16K.
Portus Wealth Advisors first reported a position in WEC Energy in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's WEC Energy position peaked at $1.16K in Q1 2026.
1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.