SVWAG
WEC icon

Sound View Wealth Advisors Group’s WEC Energy WEC Stock Holding History

Sound View Wealth Advisors Group’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 		$792K Sell
6,784
-993
-13% -$113K 0.05% 227
2026
Q1 		$900K Sell
7,777
-231
-3% -$26K 0.06% 203
2025
Q4 		$845K Buy
8,008
+120
+2% +$13.3K 0.06% 208
2025
Q3 		$904K Sell
7,888
-393
-5% -$42.6K 0.06% 204
2025
Q2 		$863K Buy
8,281
+97
+1% +$10.3K 0.06% 204
2025
Q1 		$892K Buy
8,184
+296
+4% +$30.2K 0.07% 187
2024
Q4 		$742K Buy
7,888
+200
+3% +$19.4K 0.06% 214
2024
Q3 		$739K Buy
7,688
+3,747
+95% +$332K 0.06% 214
2024
Q2 		$309K Hold
3,941
– – 0.03% 295
2024
Q1 		$324K Sell
3,941
-318
-7% -$25.6K 0.03% 297
2023
Q4 		$358K Sell
4,259
-380
-8% -$31.3K 0.04% 282
2023
Q3 		$374K Buy
4,639
+806
+21% +$70K 0.05% 256
2023
Q2 		$338K Sell
3,833
-249
-6% -$23K 0.04% 272
2023
Q1 		$387K Sell
4,082
-177
-4% -$16.4K 0.05% 253
2022
Q4 		$358K Buy
4,259
+1,063
+33% +$98.2K 0.04% 282
2022
Q3 		$286K Hold
3,196
– – 0.06% 219
2022
Q2 		$322K Sell
3,196
-5
-0.2% -$507 0.07% 211
2022
Q1 		$319K Buy
3,201
+5
+0.2% +$472 0.06% 228
2021
Q4 		$310K Sell
3,196
-33
-1% -$3.02K 0.06% 237
2021
Q3 		$285K Buy
3,229
+21
+0.7% +$1.97K 0.06% 239
2021
Q2 		$285K Sell
3,208
-21
-0.7% -$1.98K 0.06% 242
2021
Q1 		$302K Sell
3,229
-284
-8% -$24.8K 0.07% 219
2020
Q4 		$323K Buy
3,513
+588
+20% +$57.2K 0.08% 194
2020
Q3 		$283K Hold
2,925
– – 0.07% 196
2020
Q2 		$256K Buy
2,925
+331
+13% +$29.9K 0.07% 201
2020
Q1 		$229K Hold
2,594
– – 0.08% 193
2019
Q4 		$239K Sell
2,594
-342
-12% -$31.2K 0.07% 218
2019
Q3 		$279K Sell
2,936
-115
-4% -$10.4K 0.08% 199
2019
Q2 		$254K Buy
+3,051
New +$245K 0.08% 218

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

Sound View Wealth Advisors Group's WEC Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its WEC Energy (WEC) stake by 13% in Q2 2026, selling an estimated $113K and leaving 6,784 shares worth $792K. The position accounts for 0.05% of the portfolio, ranked #227.

Sound View Wealth Advisors Group first reported a position in WEC in Q2 2019 and has held it in 29 quarters since. The position peaked at $904K in Q3 2025. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Sound View Wealth Advisors Group held 6,784 shares of WEC Energy worth $792K as of Q2 2026.
  • Sound View Wealth Advisors Group sold 993 WEC Energy shares in Q2 2026, an estimated $113K.
  • WEC Energy made up 0.05% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #227 holding.
  • Sound View Wealth Advisors Group first reported a position in WEC Energy in Q2 2019 and has held it in 29 quarters since.
  • Sound View Wealth Advisors Group's WEC Energy position peaked at $904K in Q3 2025.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.