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Sovereign Investment Advisors’s WEC Energy WEC Stock Holding History

Sovereign Investment 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 		$343K Hold
2,937
– – 0.06% 79
2026
Q1 		$340K Buy
+2,937
New +$330K 0.07% 72

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

Sovereign Investment Advisors's WEC Position: Q2 2026 in Review

Sovereign Investment Advisors held its WEC Energy (WEC) position steady in Q2 2026 at 2,937 shares worth $343K. The position accounts for 0.06% of the portfolio, ranked #79.

Sovereign Investment Advisors first reported a position in WEC in Q1 2026 and has held it in 2 quarters since. 1,398 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Sovereign Investment Advisors held 2,937 shares of WEC Energy worth $343K as of Q2 2026.
  • Sovereign Investment Advisors left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up 0.06% of Sovereign Investment Advisors's portfolio in Q2 2026, its #79 holding.
  • Sovereign Investment Advisors first reported a position in WEC Energy in Q1 2026 and has held it in 2 quarters since.
  • 1,398 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

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