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Sanctuary Advisors’s WEC Energy WEC Stock Holding History

Sanctuary 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 		$13.7M Buy
117,288
+5,562
+5% +$635K 0.06% 319
2026
Q1 		$12.9M Buy
111,726
+3,938
+4% +$442K 0.07% 305
2025
Q4 		$11.4M Buy
107,788
+3,999
+4% +$443K 0.06% 314
2025
Q3 		$11.9M Buy
103,789
+4,162
+4% +$451K 0.07% 295
2025
Q2 		$10.4M Buy
99,627
+7,623
+8% +$811K 0.06% 307
2025
Q1 		$10M Sell
92,004
-3,130
-3% -$320K 0.07% 284
2024
Q4 		$9.46M Buy
95,134
+4,100
+5% +$398K 0.06% 326
2024
Q3 		$9.16M Buy
91,034
+11,949
+15% +$1.06M 0.06% 332
2024
Q2 		$6.44M Buy
+79,085
New +$6.42M 0.05% 384

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 $3.38T AUM 44.17% 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

Sanctuary Advisors's WEC Position: Q2 2026 in Review

Sanctuary Advisors increased its WEC Energy (WEC) stake by 5% in Q2 2026, buying an estimated $635K and bringing the position to 117,288 shares worth $13.7M. The position accounts for 0.06% of the portfolio, ranked #319.

Sanctuary Advisors first reported a position in WEC in Q2 2024 and has held it in 9 quarters since. 1,412 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Sanctuary Advisors held 117,288 shares of WEC Energy worth $13.7M as of Q2 2026.
  • Sanctuary Advisors bought 5,562 WEC Energy shares in Q2 2026, an estimated $635K.
  • WEC Energy made up 0.06% of Sanctuary Advisors's portfolio in Q2 2026, its #319 holding.
  • Sanctuary Advisors first reported a position in WEC Energy in Q2 2024 and has held it in 9 quarters since.
  • 1,412 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.