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True Link Financial Advisors’s WEC Energy WEC Stock Holding History

True Link Financial 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 		– Sell
-465
Closed -$53.8K – 406
2026
Q1 		$53.8K Buy
+465
New +$52.2K ﹤0.01% 205
2022
Q1 		– Sell
-27
Closed -$3K – 281
2021
Q4 		$3K Hold
27
– – ﹤0.01% 715
2021
Q3 		$2K Hold
27
– – ﹤0.01% 754
2021
Q2 		$2K Hold
27
– – ﹤0.01% 688
2021
Q1 		$3K Hold
27
– – ﹤0.01% 674
2020
Q4 		$2K Buy
+27
New +$2.63K ﹤0.01% 683

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

True Link Financial Advisors's WEC Position: Q2 2026 in Review

True Link Financial Advisors sold out of WEC Energy (WEC) in Q2 2026, closing a stake of 465 shares — an estimated $53.8K sold.

True Link Financial Advisors first reported a position in WEC in Q4 2020 and held it in 6 quarters. The position peaked at $53.8K in Q1 2026. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • True Link Financial Advisors reported no remaining WEC Energy position as of Q2 2026 after selling out during the quarter.
  • True Link Financial Advisors sold 465 WEC Energy shares in Q2 2026, an estimated $53.8K.
  • True Link Financial Advisors first reported a position in WEC Energy in Q4 2020 and held it in 6 quarters.
  • True Link Financial Advisors's WEC Energy position peaked at $53.8K in Q1 2026.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.