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Trifecta Capital Advisors’s WEC Energy WEC Stock Holding History

Trifecta 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 		$117 Buy
+1
New +$114 ﹤0.01% 484
2025
Q4 		– Sell
-34
Closed -$3.9K – 443
2025
Q3 		$3.9K Hold
34
– – ﹤0.01% 281
2025
Q2 		$3.54K Hold
34
– – ﹤0.01% 289
2025
Q1 		$3.71K Hold
34
– – ﹤0.01% 254
2024
Q4 		$3.2K Hold
34
– – ﹤0.01% 258
2024
Q3 		$3.27K Hold
34
– – ﹤0.01% 266
2024
Q2 		$2.67K Hold
34
– – ﹤0.01% 279
2024
Q1 		$2.79K Hold
34
– – ﹤0.01% 270
2023
Q4 		$2.86K Hold
34
– – ﹤0.01% 291
2023
Q3 		$2.74K Hold
34
– – ﹤0.01% 274
2023
Q2 		$3K Hold
34
– – ﹤0.01% 259
2023
Q1 		$3.22K Hold
34
– – ﹤0.01% 257
2022
Q4 		$3.19K Buy
+34
New +$3.14K ﹤0.01% 253

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

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

Trifecta Capital Advisors opened a new position in WEC Energy (WEC) in Q2 2026: 1 share worth $117. The stake represents ﹤0.01% of the portfolio and ranks #484 among its holdings. This is a return to the name: Trifecta Capital Advisors previously reported a position in WEC as recently as Q3 2025.

Trifecta Capital Advisors first reported a position in WEC in Q4 2022 and has held it in 13 quarters since. The position peaked at $3.9K in Q3 2025. 1,410 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Trifecta Capital Advisors held 1 share of WEC Energy worth $117 as of Q2 2026.
  • WEC Energy was a new Trifecta Capital Advisors position in Q2 2026.
  • WEC Energy made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #484 holding.
  • Trifecta Capital Advisors first reported a position in WEC Energy in Q4 2022 and has held it in 13 quarters since.
  • Trifecta Capital Advisors's WEC Energy position peaked at $3.9K in Q3 2025.
  • 1,410 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.