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Principia Wealth Advisory’s WEC Energy WEC Stock Holding History

Principia Wealth Advisory’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 		$5.49K Buy
47
+27
+135% +$3.08K ﹤0.01% 344
2026
Q1 		$2.31K Buy
20
+7
+54% +$786 ﹤0.01% 477
2025
Q4 		$1.37K Sell
13
-1
-7% -$111 ﹤0.01% 575
2025
Q3 		$1.6K Buy
14
+4
+40% +$434 ﹤0.01% 490
2025
Q2 		$1.04K Buy
10
+3
+43% +$319 ﹤0.01% 559
2025
Q1 		$731 Hold
7
– – ﹤0.01% 473
2024
Q4 		$658 Buy
+7
New +$679 ﹤0.01% 463

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

Principia Wealth Advisory's WEC Position: Q2 2026 in Review

Principia Wealth Advisory increased its WEC Energy (WEC) stake by 135% in Q2 2026, buying an estimated $3.08K and bringing the position to 47 shares worth $5.49K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

Principia Wealth Advisory first reported a position in WEC in Q4 2024 and has held it in 7 quarters since. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Principia Wealth Advisory held 47 shares of WEC Energy worth $5.49K as of Q2 2026.
  • Principia Wealth Advisory bought 27 WEC Energy shares in Q2 2026, an estimated $3.08K.
  • WEC Energy made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #344 holding.
  • Principia Wealth Advisory first reported a position in WEC Energy in Q4 2024 and has held it in 7 quarters since.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.