RIA Advisory Group’s WEC Energy WEC Stock Holding History

RIA Advisory Group’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	$1.26M	Buy	10,788 +873	+9%	+$99.6K	0.27%	60
2026 Q1	$1.15M	Buy	+9,915	New	+$1.11M	0.27%	61

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

RIA Advisory Group's WEC Position: Q2 2026 in Review

RIA Advisory Group increased its WEC Energy (WEC) stake by 8.8% in Q2 2026, buying an estimated $99.6K and bringing the position to 10,788 shares worth $1.26M. The position accounts for 0.27% of the portfolio, ranked #60.

RIA Advisory Group first reported a position in WEC in Q1 2026 and has held it in 2 quarters since. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

RIA Advisory Group held 10,788 shares of WEC Energy worth $1.26M as of Q2 2026.
RIA Advisory Group bought 873 WEC Energy shares in Q2 2026, an estimated $99.6K.
WEC Energy made up 0.27% of RIA Advisory Group's portfolio in Q2 2026, its #60 holding.
RIA Advisory Group first reported a position in WEC Energy in Q1 2026 and has held it in 2 quarters since.
1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on RIA Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.