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Scarborough Advisors’s WEC Energy WEC Stock Holding History

Scarborough 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 		– Sell
-228
Closed -$26.4K – 697
2026
Q1 		$26.4K Hold
228
– – ﹤0.01% 309
2025
Q4 		$24K Sell
228
-2
-0.9% -$221 ﹤0.01% 186
2025
Q3 		$26.4K Hold
230
– – ﹤0.01% 171
2025
Q2 		$24K Buy
+230
New +$24.5K ﹤0.01% 175
2024
Q3 		– Sell
-230
Closed -$18K – 448
2024
Q2 		$18K Buy
230
+3
+1% +$244 0.01% 167
2024
Q1 		$18.6K Hold
227
– – 0.01% 160
2023
Q4 		$19.1K Buy
+227
New +$18.7K ﹤0.01% 289

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

Scarborough Advisors's WEC Position: Q2 2026 in Review

Scarborough Advisors sold out of WEC Energy (WEC) in Q2 2026, closing a stake of 228 shares — an estimated $26.4K sold.

Scarborough Advisors first reported a position in WEC in Q4 2023 and held it in 7 quarters. The position peaked at $26.4K in Q1 2026. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Scarborough Advisors reported no remaining WEC Energy position as of Q2 2026 after selling out during the quarter.
  • Scarborough Advisors sold 228 WEC Energy shares in Q2 2026, an estimated $26.4K.
  • Scarborough Advisors first reported a position in WEC Energy in Q4 2023 and held it in 7 quarters.
  • Scarborough Advisors's WEC Energy position peaked at $26.4K in Q1 2026.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.