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Strategic Investment Advisors’s WEC Energy WEC Stock Holding History

Strategic 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 		$1.13M Sell
9,717
-12
-0.1% -$1.37K 0.07% 141
2026
Q1 		$1.13M Buy
+9,729
New +$1.09M 0.08% 140
2025
Q4 		– Sell
-1,959
Closed -$224K – 281
2025
Q3 		$224K Sell
1,959
-913
-32% -$99K 0.02% 237
2025
Q2 		$299K Buy
2,872
+672
+31% +$71.5K 0.03% 206
2025
Q1 		$240K Sell
2,200
-72
-3% -$7.35K 0.03% 223
2024
Q4 		$214K Buy
+2,272
New +$220K 0.02% 230

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

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

Strategic Investment Advisors reduced its WEC Energy (WEC) stake by 0.12% in Q2 2026, selling an estimated $1.37K and leaving 9,717 shares worth $1.13M. The position accounts for 0.07% of the portfolio, ranked #141.

Strategic Investment Advisors first reported a position in WEC in Q4 2024 and has held it in 6 quarters since. 1,404 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Strategic Investment Advisors held 9,717 shares of WEC Energy worth $1.13M as of Q2 2026.
  • Strategic Investment Advisors sold 12 WEC Energy shares in Q2 2026, an estimated $1.37K.
  • WEC Energy made up 0.07% of Strategic Investment Advisors's portfolio in Q2 2026, its #141 holding.
  • Strategic Investment Advisors first reported a position in WEC Energy in Q4 2024 and has held it in 6 quarters since.
  • 1,404 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

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