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Sequoia Financial Advisors’s WEC Energy WEC Stock Holding History

Sequoia Financial 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 		$1.86M Buy
15,933
+3,711
+30% +$423K 0.01% 660
2026
Q1 		$1.41M Buy
12,222
+1,302
+12% +$146K 0.01% 747
2025
Q4 		$1.15M Buy
10,920
+3,853
+55% +$427K 0.01% 816
2025
Q3 		$810K Sell
7,067
-157
-2% -$17K ﹤0.01% 889
2025
Q2 		$753K Buy
7,224
+799
+12% +$85K 0.01% 813
2025
Q1 		$700K Sell
6,425
-616
-9% -$62.9K 0.01% 740
2024
Q4 		$662K Sell
7,041
-46,159
-87% -$4.48M 0.01% 710
2024
Q3 		$5.12M Sell
53,200
-3,705
-7% -$328K 0.05% 215
2024
Q2 		$4.46M Sell
56,905
-5,651
-9% -$459K 0.05% 205
2024
Q1 		$5.14M Sell
62,556
-2,354
-4% -$189K 0.06% 196
2023
Q4 		$5.46M Buy
64,910
+12,301
+23% +$1.01M 0.07% 205
2023
Q3 		$4.24M Buy
52,609
+48,400
+1,150% +$4.21M 0.07% 162
2023
Q2 		$371K Buy
4,209
+499
+13% +$46.1K 0.01% 612
2023
Q1 		$352K Buy
3,710
+540
+17% +$50K 0.01% 573
2022
Q4 		$297K Buy
3,170
+660
+26% +$61K 0.01% 585
2022
Q3 		$224K Sell
2,510
-756
-23% -$77.2K 0.01% 464
2022
Q2 		$329K Sell
3,266
-117
-3% -$11.9K 0.01% 414
2022
Q1 		$337K Buy
3,383
+969
+40% +$91.5K 0.01% 467
2021
Q4 		$234K Buy
+2,414
New +$221K 0.01% 514
2019
Q4 		– Sell
-12,629
Closed -$1.2M – 396
2019
Q3 		$1.2M Sell
12,629
-327
-3% -$29.5K 0.09% 118
2019
Q2 		$1.08M Hold
12,956
– – 0.08% 123
2019
Q1 		$1.02M Buy
+12,956
New +$961K 0.08% 118

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

Sequoia Financial Advisors's WEC Position: Q2 2026 in Review

Sequoia Financial Advisors increased its WEC Energy (WEC) stake by 30% in Q2 2026, buying an estimated $423K and bringing the position to 15,933 shares worth $1.86M. The position accounts for 0.01% of the portfolio, ranked #660.

Sequoia Financial Advisors first reported a position in WEC in Q1 2019 and has held it in 22 quarters since. The position peaked at $5.46M in Q4 2023. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Sequoia Financial Advisors held 15,933 shares of WEC Energy worth $1.86M as of Q2 2026.
  • Sequoia Financial Advisors bought 3,711 WEC Energy shares in Q2 2026, an estimated $423K.
  • WEC Energy made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #660 holding.
  • Sequoia Financial Advisors first reported a position in WEC Energy in Q1 2019 and has held it in 22 quarters since.
  • Sequoia Financial Advisors's WEC Energy position peaked at $5.46M in Q4 2023.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.