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Seneschal Advisors’s WEC Energy WEC Stock Holding History

Seneschal 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 		$53K Buy
454
+1
+0.2% +$114 0.04% 93
2026
Q1 		$52.4K Hold
453
– – 0.04% 87
2025
Q4 		$47.8K Hold
453
– – 0.04% 90
2025
Q3 		$51.9K Buy
+453
New +$49.1K 0.04% 90

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

Seneschal Advisors's WEC Position: Q2 2026 in Review

Seneschal Advisors increased its WEC Energy (WEC) stake by 0.22% in Q2 2026, buying an estimated $114 and bringing the position to 454 shares worth $53K. The position accounts for 0.04% of the portfolio, ranked #93.

Seneschal Advisors first reported a position in WEC in Q3 2025 and has held it in 4 quarters since. 1,407 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Seneschal Advisors held 454 shares of WEC Energy worth $53K as of Q2 2026.
  • Seneschal Advisors bought 1 WEC Energy share in Q2 2026, an estimated $114.
  • WEC Energy made up 0.04% of Seneschal Advisors's portfolio in Q2 2026, its #93 holding.
  • Seneschal Advisors first reported a position in WEC Energy in Q3 2025 and has held it in 4 quarters since.
  • 1,407 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Seneschal Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.