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Savvy Advisors Inc’s WEC Energy WEC Stock Holding History

Savvy Advisors Inc’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 		$743K Buy
6,360
+1,429
+29% +$163K 0.02% 640
2026
Q1 		$571K Buy
4,931
+2,215
+82% +$249K 0.02% 615
2025
Q4 		$286K Buy
2,716
+262
+11% +$29K 0.01% 785
2025
Q3 		$281K Buy
+2,454
New +$266K 0.01% 644

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

Savvy Advisors Inc's WEC Position: Q2 2026 in Review

Savvy Advisors Inc increased its WEC Energy (WEC) stake by 29% in Q2 2026, buying an estimated $163K and bringing the position to 6,360 shares worth $743K. The position accounts for 0.02% of the portfolio, ranked #640.

Savvy Advisors Inc first reported a position in WEC in Q3 2025 and has held it in 4 quarters since. 1,412 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Savvy Advisors Inc held 6,360 shares of WEC Energy worth $743K as of Q2 2026.
  • Savvy Advisors Inc bought 1,429 WEC Energy shares in Q2 2026, an estimated $163K.
  • WEC Energy made up 0.02% of Savvy Advisors Inc's portfolio in Q2 2026, its #640 holding.
  • Savvy Advisors Inc first reported a position in WEC Energy in Q3 2025 and has held it in 4 quarters since.
  • 1,412 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.