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Steward Partners Investment Advisory’s WEC Energy WEC Stock Holding History

Steward Partners Investment Advisory’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 		$4.21M Buy
36,031
+369
+1% +$42.1K 0.02% 626
2026
Q1 		$4.13M Sell
35,662
-3,443
-9% -$387K 0.02% 576
2025
Q4 		$4.12M Buy
39,105
+1,344
+4% +$149K 0.02% 531
2025
Q3 		$4.33M Buy
37,761
+1,416
+4% +$153K 0.02% 506
2025
Q2 		$3.79M Buy
36,345
+1,599
+5% +$170K 0.03% 499
2025
Q1 		$3.79M Buy
34,746
+894
+3% +$91.3K 0.03% 473
2024
Q4 		$3.18M Buy
33,852
+2,433
+8% +$236K 0.03% 495
2024
Q3 		$3.02M Buy
31,419
+924
+3% +$81.9K 0.03% 502
2024
Q2 		$2.39M Buy
30,495
+252
+0.8% +$20.5K 0.03% 527
2024
Q1 		$2.48M Sell
30,243
-11,400
-27% -$917K 0.03% 512
2023
Q4 		$3.51M Buy
41,643
+1,176
+3% +$96.8K 0.05% 361
2023
Q3 		$3.26M Sell
40,467
-4,418
-10% -$384K 0.05% 346
2023
Q2 		$3.96M Buy
44,885
+1,817
+4% +$168K 0.06% 310
2023
Q1 		$4.08M Buy
43,068
+199
+0.5% +$18.4K 0.07% 295
2022
Q4 		$4.02M Buy
42,869
+4,817
+13% +$445K 0.07% 291
2022
Q3 		$3.4M Buy
38,052
+764
+2% +$78K 0.06% 303
2022
Q2 		$3.75M Buy
37,288
+1,086
+3% +$110K 0.07% 290
2022
Q1 		$3.61M Buy
36,202
+1,383
+4% +$131K 0.06% 331
2021
Q4 		$3.38M Buy
34,819
+672
+2% +$61.4K 0.05% 344
2021
Q3 		$3.01M Buy
34,147
+755
+2% +$70.8K 0.05% 350
2021
Q2 		$2.97M Sell
33,392
-9,389
-22% -$884K 0.05% 357
2021
Q1 		$4M Buy
42,781
+10,699
+33% +$933K 0.07% 290
2020
Q4 		$2.95M Buy
32,082
+119
+0.4% +$11.6K 0.06% 294
2020
Q3 		$3.1M Buy
31,963
+1,094
+4% +$102K 0.08% 248
2020
Q2 		$2.71M Buy
30,869
+3,331
+12% +$301K 0.08% 247
2020
Q1 		$2.43M Buy
27,538
+2,244
+9% +$216K 0.09% 235
2019
Q4 		$2.33M Buy
25,294
+295
+1% +$26.9K 0.07% 284
2019
Q3 		$2.38M Buy
24,999
+529
+2% +$47.7K 0.08% 254
2019
Q2 		$2.04M Buy
24,470
+424
+2% +$34K 0.07% 255
2019
Q1 		$1.9M Buy
24,046
+1,130
+5% +$83.8K 0.08% 242
2018
Q4 		$1.59M Buy
22,916
+172
+0.8% +$12.1K 0.08% 257
2018
Q3 		$1.52M Buy
22,744
+3,449
+18% +$230K 0.07% 265
2018
Q2 		$1.25M Buy
19,295
+2,627
+16% +$163K 0.07% 260
2018
Q1 		$1.04M Buy
16,668
+2,341
+16% +$145K 0.07% 259
2017
Q4 		$951K Buy
14,327
+514
+4% +$34.5K 0.07% 235
2017
Q3 		$867K Buy
13,813
+712
+5% +$45.4K 0.09% 203
2017
Q2 		$804K Buy
13,101
+11,625
+788% +$718K 0.09% 204
2017
Q1 		$89K Buy
1,476
+904
+158% +$53.3K 0.01% 454
2016
Q4 		$33K Buy
+572
New +$32.8K 0.02% 383

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

Steward Partners Investment Advisory's WEC Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its WEC Energy (WEC) stake by 1% in Q2 2026, buying an estimated $42.1K and bringing the position to 36,031 shares worth $4.21M. The position accounts for 0.02% of the portfolio, ranked #626.

Steward Partners Investment Advisory first reported a position in WEC in Q4 2016 and has held it in 39 quarters since. The position peaked at $4.33M in Q3 2025. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Steward Partners Investment Advisory held 36,031 shares of WEC Energy worth $4.21M as of Q2 2026.
  • Steward Partners Investment Advisory bought 369 WEC Energy shares in Q2 2026, an estimated $42.1K.
  • WEC Energy made up 0.02% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #626 holding.
  • Steward Partners Investment Advisory first reported a position in WEC Energy in Q4 2016 and has held it in 39 quarters since.
  • Steward Partners Investment Advisory's WEC Energy position peaked at $4.33M in Q3 2025.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.