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Regal Investment Advisors’s WEC Energy WEC Stock Holding History

Regal 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 		$819K Buy
7,012
+16
+0.2% +$1.82K 0.04% 359
2026
Q1 		$810K Sell
6,996
-49
-0.7% -$5.5K 0.05% 334
2025
Q4 		$743K Buy
7,045
+434
+7% +$48.1K 0.04% 344
2025
Q3 		$758K Buy
6,611
+3,093
+88% +$335K 0.05% 313
2025
Q2 		$367K Buy
+3,518
New +$374K 0.03% 389
2024
Q2 		– Sell
-2,599
Closed -$213K – 609
2024
Q1 		$213K Sell
2,599
-50
-2% -$4.02K 0.01% 536
2023
Q4 		$223K Buy
2,649
+20
+0.8% +$1.65K 0.02% 489
2023
Q3 		$212K Buy
2,629
+2
+0.1% +$174 0.02% 458
2023
Q2 		$232K Buy
2,627
+41
+2% +$3.79K 0.02% 459
2023
Q1 		$245K Sell
2,586
-209
-7% -$19.4K 0.02% 441
2022
Q4 		$262K Sell
2,795
-563
-17% -$52K 0.03% 409
2022
Q3 		$300K Buy
3,358
+23
+0.7% +$2.35K 0.03% 369
2022
Q2 		$336K Buy
3,335
+114
+4% +$11.6K 0.04% 355
2022
Q1 		$321K Buy
3,221
+175
+6% +$16.5K 0.03% 386
2021
Q4 		$296K Buy
3,046
+11
+0.4% +$1.01K 0.03% 431
2021
Q3 		$268K Buy
3,035
+17
+0.6% +$1.59K 0.03% 446
2021
Q2 		$268K Buy
+3,018
New +$284K 0.03% 443
2021
Q1 		– Sell
-2,327
Closed -$214K – 435
2020
Q4 		$214K Buy
+2,327
New +$226K 0.02% 436
2020
Q3 		– Sell
-2,386
Closed -$209K – 304
2020
Q2 		$209K Buy
+2,386
New +$215K 0.04% 305

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

Regal Investment Advisors's WEC Position: Q2 2026 in Review

Regal Investment Advisors increased its WEC Energy (WEC) stake by 0.23% in Q2 2026, buying an estimated $1.82K and bringing the position to 7,012 shares worth $819K. The position accounts for 0.04% of the portfolio, ranked #359.

Regal Investment Advisors first reported a position in WEC in Q2 2020 and has held it in 19 quarters since. 1,410 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Regal Investment Advisors held 7,012 shares of WEC Energy worth $819K as of Q2 2026.
  • Regal Investment Advisors bought 16 WEC Energy shares in Q2 2026, an estimated $1.82K.
  • WEC Energy made up 0.04% of Regal Investment Advisors's portfolio in Q2 2026, its #359 holding.
  • Regal Investment Advisors first reported a position in WEC Energy in Q2 2020 and has held it in 19 quarters since.
  • 1,410 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.