SageView Advisory Group’s WEC Energy WEC Stock Holding History

SageView 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	$334K	Sell	2,864 -471	-14%	-$53.7K	0.01%	468
2026 Q1	$386K	Sell	3,335 -527	-14%	-$59.2K	0.01%	405
2025 Q4	$407K	Sell	3,862 -379	-9%	-$42K	0.01%	403
2025 Q3	$486K	Sell	4,241 -175	-4%	-$19K	0.02%	387
2025 Q2	$475K	Sell	4,416 -829	-16%	-$88.2K	0.02%	383
2025 Q1	$572K	Sell	5,245 -279	-5%	-$28.5K	0.02%	319
2024 Q4	$519K	Buy	5,524 +134	+2%	+$13K	0.02%	337
2024 Q3	$518K	Sell	5,390 -2,495	-32%	-$221K	0.03%	297
2024 Q2	$619K	Buy	+7,885	New	+$641K	0.03%	301
2024 Q1	–	Sell	-9,123	Closed	-$737K	–	829
2023 Q4	$737K	Buy	+9,123	New	+$751K	0.03%	316

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

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

SageView Advisory Group reduced its WEC Energy (WEC) stake by 14% in Q2 2026, selling an estimated $53.7K and leaving 2,864 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #468.

SageView Advisory Group first reported a position in WEC in Q4 2023 and has held it in 10 quarters since. The position peaked at $737K in Q4 2023. 1,410 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

SageView Advisory Group held 2,864 shares of WEC Energy worth $334K as of Q2 2026.
SageView Advisory Group sold 471 WEC Energy shares in Q2 2026, an estimated $53.7K.
WEC Energy made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #468 holding.
SageView Advisory Group first reported a position in WEC Energy in Q4 2023 and has held it in 10 quarters since.
SageView Advisory Group's WEC Energy position peaked at $737K in Q4 2023.
1,410 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.