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Stonebridge Capital Advisors’s WEC Energy WEC Stock Holding History

Stonebridge Capital 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 		$879K Buy
7,526
+811
+12% +$92.5K 0.06% 124
2026
Q1 		$777K Sell
6,715
-93
-1% -$10.4K 0.05% 126
2025
Q4 		$718K Buy
6,808
+96
+1% +$10.6K 0.05% 125
2025
Q3 		$769K Buy
6,712
+936
+16% +$101K 0.05% 120
2025
Q2 		$602K Buy
5,776
+1,672
+41% +$178K 0.05% 124
2025
Q1 		$447K Buy
4,104
+1,603
+64% +$164K 0.04% 136
2024
Q4 		$235K Buy
+2,501
New +$242K 0.02% 197
2023
Q4 		– Sell
-1,068
Closed -$86K – 860
2023
Q3 		$86K Sell
1,068
-110
-9% -$9.56K 0.01% 284
2023
Q2 		$104K Buy
1,178
+303
+35% +$28K 0.01% 267
2023
Q1 		$83K Sell
875
-184
-17% -$17K 0.01% 300
2022
Q4 		$99.3K Buy
1,059
+114
+12% +$10.5K 0.01% 282
2022
Q3 		$85K Buy
945
+48
+5% +$4.9K 0.01% 284
2022
Q2 		$90K Buy
897
+1
+0.1% +$101 0.01% 289
2022
Q1 		$89K Buy
896
+2
+0.2% +$189 0.01% 306
2021
Q4 		$87K Buy
894
+248
+38% +$22.7K 0.01% 285
2021
Q3 		$57K Sell
646
-646
-50% -$60.6K 0.01% 335
2021
Q2 		$117K Buy
1,292
+646
+100% +$60.8K 0.01% 330
2021
Q1 		$60K Buy
+646
New +$56.3K 0.01% 325
2020
Q3 		– Sell
-868
Closed -$76K – 710
2020
Q2 		$76K Hold
868
– – 0.01% 244
2020
Q1 		$76K Hold
868
– – 0.02% 229
2019
Q4 		$80K Hold
868
– – 0.01% 266
2019
Q3 		$83K Buy
868
+222
+34% +$20K 0.01% 260
2019
Q2 		$54K Buy
+646
New +$51.8K 0.01% 313

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

Stonebridge Capital Advisors's WEC Position: Q2 2026 in Review

Stonebridge Capital Advisors increased its WEC Energy (WEC) stake by 12% in Q2 2026, buying an estimated $92.5K and bringing the position to 7,526 shares worth $879K. The position accounts for 0.06% of the portfolio, ranked #124.

Stonebridge Capital Advisors first reported a position in WEC in Q2 2019 and has held it in 23 quarters since. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Stonebridge Capital Advisors held 7,526 shares of WEC Energy worth $879K as of Q2 2026.
  • Stonebridge Capital Advisors bought 811 WEC Energy shares in Q2 2026, an estimated $92.5K.
  • WEC Energy made up 0.06% of Stonebridge Capital Advisors's portfolio in Q2 2026, its #124 holding.
  • Stonebridge Capital Advisors first reported a position in WEC Energy in Q2 2019 and has held it in 23 quarters since.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Stonebridge Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.