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United Capital Financial Advisors’s WEC Energy WEC Stock Holding History

United Capital 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 		$1.03M Buy
8,824
+42
+0.5% +$4.79K 0.01% 795
2026
Q1 		$1.02M Buy
8,782
+1,262
+17% +$142K 0.01% 751
2025
Q4 		$793K Sell
7,520
-102
-1% -$11.3K ﹤0.01% 811
2025
Q3 		$873K Buy
7,622
+3,798
+99% +$412K 0.01% 686
2025
Q2 		$398K Sell
3,824
-303
-7% -$32.2K ﹤0.01% 839
2025
Q1 		$450K Buy
4,127
+440
+12% +$44.9K ﹤0.01% 778
2024
Q4 		$347K Sell
3,687
-604
-14% -$58.6K ﹤0.01% 842
2024
Q3 		$413K Buy
4,291
+125
+3% +$11.1K ﹤0.01% 781
2024
Q2 		$327K Sell
4,166
-502
-11% -$40.8K ﹤0.01% 818
2024
Q1 		$383K Sell
4,668
-3,346
-42% -$269K ﹤0.01% 802
2023
Q4 		$675K Buy
8,014
+3,885
+94% +$320K 0.01% 653
2023
Q3 		$333K Sell
4,129
-540
-12% -$46.9K ﹤0.01% 712
2023
Q2 		$412K Sell
4,669
-4,147
-47% -$383K ﹤0.01% 711
2023
Q1 		$836K Buy
8,816
+271
+3% +$25.1K ﹤0.01% 626
2022
Q4 		$801K Buy
8,545
+349
+4% +$32.3K ﹤0.01% 667
2022
Q3 		$733K Sell
8,196
-182
-2% -$18.6K ﹤0.01% 677
2022
Q2 		$843K Sell
8,378
-6,505
-44% -$660K ﹤0.01% 664
2022
Q1 		$1.49M Sell
14,883
-787
-5% -$74.3K 0.01% 584
2021
Q4 		$1.52M Sell
15,670
-2,010
-11% -$184K 0.01% 592
2021
Q3 		$1.56M Sell
17,680
-964
-5% -$90.4K 0.01% 574
2021
Q2 		$1.66M Buy
18,644
+860
+5% +$81K 0.01% 582
2021
Q1 		$1.66M Sell
17,784
-1,411
-7% -$123K 0.01% 543
2020
Q4 		$1.77M Buy
19,195
+229
+1% +$22.3K 0.01% 535
2020
Q3 		$1.84M Sell
18,966
-155
-0.8% -$14.4K 0.01% 522
2020
Q2 		$1.68M Sell
19,121
-3,585
-16% -$323K 0.01% 551
2020
Q1 		$2M Sell
22,706
-2,386
-10% -$229K 0.02% 493
2019
Q4 		$2.31M Buy
25,092
+12,869
+105% +$1.17M 0.01% 575
2019
Q3 		$1.16M Sell
12,223
-1,972
-14% -$178K 0.01% 704
2019
Q2 		$1.18M Buy
14,195
+1,252
+10% +$100K 0.01% 761
2019
Q1 		$1.02M Buy
12,943
+821
+7% +$60.9K 0.01% 769
2018
Q4 		$840K Buy
12,122
+112
+0.9% +$7.87K 0.01% 762
2018
Q3 		$802K Buy
12,010
+80
+0.7% +$5.33K 0.01% 840
2018
Q2 		$771K Sell
11,930
-1,172
-9% -$72.8K 0.01% 831
2018
Q1 		$822K Buy
13,102
+1,427
+12% +$88.5K 0.01% 820
2017
Q4 		$776K Sell
11,675
-570
-5% -$38.2K 0.01% 850
2017
Q3 		$769K Buy
12,245
+1,262
+11% +$80.5K 0.01% 842
2017
Q2 		$674K Sell
10,983
-1,378
-11% -$85.1K 0.01% 860
2017
Q1 		$749K Sell
12,361
-2,207
-15% -$130K 0.01% 822
2016
Q4 		$854K Buy
14,568
+526
+4% +$30.2K 0.01% 789
2016
Q3 		$841K Buy
14,042
+2,798
+25% +$175K 0.01% 820
2016
Q2 		$731K Buy
11,244
+6,816
+154% +$410K 0.01% 823
2016
Q1 		$266K Buy
+4,428
New +$248K ﹤0.01% 1033
2015
Q3 		– Sell
-4,727
Closed -$213K – 1321
2015
Q2 		$213K Buy
+4,727
New +$227K ﹤0.01% 1165

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

United Capital Financial Advisors's WEC Position: Q2 2026 in Review

United Capital Financial Advisors increased its WEC Energy (WEC) stake by 0.48% in Q2 2026, buying an estimated $4.79K and bringing the position to 8,824 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #795.

United Capital Financial Advisors first reported a position in WEC in Q2 2015 and has held it in 43 quarters since. The position peaked at $2.31M in Q4 2019. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • United Capital Financial Advisors held 8,824 shares of WEC Energy worth $1.03M as of Q2 2026.
  • United Capital Financial Advisors bought 42 WEC Energy shares in Q2 2026, an estimated $4.79K.
  • WEC Energy made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #795 holding.
  • United Capital Financial Advisors first reported a position in WEC Energy in Q2 2015 and has held it in 43 quarters since.
  • United Capital Financial Advisors's WEC Energy position peaked at $2.31M in Q4 2019.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.