TIA
WEC icon

Tandem Investment Advisors’s WEC Energy WEC Stock Holding History

Tandem 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 		$20.4M Sell
174,860
-54,770
-24% -$6.25M 1.37% 29
2026
Q1 		$26.6M Buy
229,630
+227,097
+8,966% +$25.5M 1.3% 31
2025
Q4 		$267K Buy
2,533
+45
+2% +$4.98K 0.01% 69
2025
Q3 		$285K Buy
2,488
+44
+2% +$4.77K 0.01% 66
2025
Q2 		$255K Buy
2,444
+96
+4% +$10.2K 0.01% 61
2025
Q1 		$256K Sell
2,348
-51
-2% -$5.21K 0.01% 66
2024
Q4 		$226K Buy
2,399
+36
+2% +$3.49K 0.01% 74
2024
Q3 		$227K Buy
+2,363
New +$209K 0.01% 78
2024
Q1 		– Sell
-2,386
Closed -$201K – 93
2023
Q4 		$201K Buy
+2,386
New +$196K 0.01% 80

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

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

Tandem Investment Advisors reduced its WEC Energy (WEC) stake by 24% in Q2 2026, selling an estimated $6.25M and leaving 174,860 shares worth $20.4M. The position accounts for 1.37% of the portfolio, ranked #29.

Tandem Investment Advisors first reported a position in WEC in Q4 2023 and has held it in 9 quarters since. The position peaked at $26.6M in Q1 2026. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Tandem Investment Advisors held 174,860 shares of WEC Energy worth $20.4M as of Q2 2026.
  • Tandem Investment Advisors sold 54,770 WEC Energy shares in Q2 2026, an estimated $6.25M.
  • WEC Energy made up 1.37% of Tandem Investment Advisors's portfolio in Q2 2026, its #29 holding.
  • Tandem Investment Advisors first reported a position in WEC Energy in Q4 2023 and has held it in 9 quarters since.
  • Tandem Investment Advisors's WEC Energy position peaked at $26.6M in Q1 2026.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Tandem Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.