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Transcend Capital Advisors’s WEC Energy WEC Stock Holding History

Transcend 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 		$275K Buy
+2,355
New +$269K 0.02% 661
2025
Q2 		– Sell
-3,676
Closed -$401K – 717
2025
Q1 		$401K Buy
3,676
+35
+1% +$3.58K 0.03% 407
2024
Q4 		$342K Buy
3,641
+46
+1% +$4.46K 0.02% 415
2024
Q3 		$346K Sell
3,595
-6
-0.2% -$532 0.02% 452
2024
Q2 		$283K Sell
3,601
-30
-0.8% -$2.44K 0.02% 472
2024
Q1 		$298K Sell
3,631
-463
-11% -$37.2K 0.02% 416
2023
Q4 		$345K Sell
4,094
-20
-0.5% -$1.65K 0.03% 359
2023
Q3 		$331K Buy
4,114
+90
+2% +$7.82K 0.03% 357
2023
Q2 		$355K Sell
4,024
-1,005
-20% -$92.9K 0.03% 345
2023
Q1 		$477K Sell
5,029
-276
-5% -$25.6K 0.05% 296
2022
Q4 		$497K Sell
5,305
-2
-0% -$185 0.05% 284
2022
Q3 		$475K Buy
5,307
+1,247
+31% +$127K 0.05% 291
2022
Q2 		$409K Sell
4,060
-143
-3% -$14.5K 0.04% 319
2022
Q1 		$419K Buy
4,203
+117
+3% +$11K 0.04% 345
2021
Q4 		$397K Buy
4,086
+1,661
+68% +$152K 0.04% 339
2021
Q3 		$220K Buy
+2,425
New +$227K 0.02% 438
2021
Q2 		– Sell
-2,523
Closed -$237K – 433
2021
Q1 		$237K Sell
2,523
-45
-2% -$3.92K 0.03% 353
2020
Q4 		$236K Buy
+2,568
New +$250K 0.03% 329

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 $3.38T AUM 44.17% 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

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

Transcend Capital Advisors opened a new position in WEC Energy (WEC) in Q2 2026: 2,355 shares worth $275K. The stake represents 0.02% of the portfolio and ranks #661 among its holdings. This is a return to the name: Transcend Capital Advisors previously reported a position in WEC as recently as Q1 2025.

Transcend Capital Advisors first reported a position in WEC in Q4 2020 and has held it in 18 quarters since. The position peaked at $497K in Q4 2022. 1,412 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Transcend Capital Advisors held 2,355 shares of WEC Energy worth $275K as of Q2 2026.
  • WEC Energy was a new Transcend Capital Advisors position in Q2 2026.
  • WEC Energy made up 0.02% of Transcend Capital Advisors's portfolio in Q2 2026, its #661 holding.
  • Transcend Capital Advisors first reported a position in WEC Energy in Q4 2020 and has held it in 18 quarters since.
  • Transcend Capital Advisors's WEC Energy position peaked at $497K in Q4 2022.
  • 1,412 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.