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Prime Capital Investment Advisors’s WEC Energy WEC Stock Holding History

Prime Capital Investment 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 		$672K Sell
5,751
-238
-4% -$27.2K 0.01% 616
2026
Q1 		$693K Buy
5,989
+229
+4% +$25.7K 0.01% 596
2025
Q4 		$607K Sell
5,760
-115
-2% -$12.7K 0.01% 600
2025
Q3 		$673K Buy
5,875
+230
+4% +$24.9K 0.01% 562
2025
Q2 		$588K Sell
5,645
-1,277
-18% -$136K 0.01% 568
2025
Q1 		$754K Buy
6,922
+1,406
+25% +$144K 0.01% 560
2024
Q4 		$519K Sell
5,516
-2
-0% -$194 0.01% 558
2024
Q3 		$531K Sell
5,518
-132
-2% -$11.7K 0.01% 575
2024
Q2 		$443K Buy
5,650
+280
+5% +$22.7K 0.01% 608
2024
Q1 		$441K Buy
5,370
+61
+1% +$4.91K 0.01% 652
2023
Q4 		$447K Buy
5,309
+949
+22% +$78.2K 0.01% 599
2023
Q3 		$351K Sell
4,360
-60
-1% -$5.21K 0.01% 543
2023
Q2 		$390K Buy
+4,420
New +$408K 0.01% 534
2023
Q1 		– Sell
-4,349
Closed -$408K – 667
2022
Q4 		$408K Buy
+4,349
New +$402K 0.02% 364
2019
Q1 		– Sell
-243
Closed -$17K – 473
2018
Q4 		$17K Buy
+243
New +$17.1K 0.01% 231

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Prime Capital Investment Advisors's WEC Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its WEC Energy (WEC) stake by 4% in Q2 2026, selling an estimated $27.2K and leaving 5,751 shares worth $672K. The position accounts for 0.01% of the portfolio, ranked #616.

Prime Capital Investment Advisors first reported a position in WEC in Q4 2018 and has held it in 15 quarters since. The position peaked at $754K in Q1 2025. 1,072 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Prime Capital Investment Advisors held 5,751 shares of WEC Energy worth $672K as of Q2 2026.
  • Prime Capital Investment Advisors sold 238 WEC Energy shares in Q2 2026, an estimated $27.2K.
  • WEC Energy made up 0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #616 holding.
  • Prime Capital Investment Advisors first reported a position in WEC Energy in Q4 2018 and has held it in 15 quarters since.
  • Prime Capital Investment Advisors's WEC Energy position peaked at $754K in Q1 2025.
  • 1,072 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.