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Valmark Advisers’s WEC Energy WEC Stock Holding History

Valmark Advisers’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 		$1.27M Buy
10,868
+1,779
+20% +$203K 0.01% 327
2026
Q1 		$1.05M Sell
9,089
-14
-0.2% -$1.57K 0.01% 344
2025
Q4 		$960K Sell
9,103
-76
-0.8% -$8.41K 0.01% 346
2025
Q3 		$1.05M Sell
9,179
-129
-1% -$14K 0.01% 326
2025
Q2 		$970K Sell
9,308
-118
-1% -$12.6K 0.01% 339
2025
Q1 		$1.03M Buy
9,426
+211
+2% +$21.5K 0.02% 303
2024
Q4 		$867K Buy
9,215
+485
+6% +$47K 0.01% 330
2024
Q3 		$840K Sell
8,730
-204
-2% -$18.1K 0.01% 334
2024
Q2 		$701K Sell
8,934
-97
-1% -$7.88K 0.01% 340
2024
Q1 		$742K Sell
9,031
-187
-2% -$15K 0.01% 315
2023
Q4 		$776K Sell
9,218
-1,322
-13% -$109K 0.01% 290
2023
Q3 		$849K Sell
10,540
-26
-0.2% -$2.26K 0.02% 244
2023
Q2 		$932K Sell
10,566
-53
-0.5% -$4.9K 0.02% 238
2023
Q1 		$1.01M Sell
10,619
-105
-1% -$9.72K 0.02% 223
2022
Q4 		$1.01M Sell
10,724
-77
-0.7% -$7.12K 0.02% 213
2022
Q3 		$966K Buy
10,801
+211
+2% +$21.6K 0.02% 193
2022
Q2 		$1.07M Buy
10,590
+2
+0% +$203 0.02% 185
2022
Q1 		$1.06M Buy
10,588
+102
+1% +$9.63K 0.02% 202
2021
Q4 		$1.02M Sell
10,486
-566
-5% -$51.7K 0.02% 194
2021
Q3 		$975K Buy
11,052
+12
+0.1% +$1.13K 0.02% 184
2021
Q2 		$982K Buy
11,040
+390
+4% +$36.7K 0.02% 190
2021
Q1 		$997K Buy
10,650
+342
+3% +$29.8K 0.02% 182
2020
Q4 		$949K Buy
10,308
+6,295
+157% +$613K 0.02% 173
2020
Q3 		$389K Sell
4,013
-33
-0.8% -$3.08K 0.01% 205
2020
Q2 		$355K Sell
4,046
-226
-5% -$20.4K 0.01% 201
2020
Q1 		$376K Buy
4,272
+293
+7% +$28.2K 0.01% 166
2019
Q4 		$367K Sell
3,979
-192
-5% -$17.5K 0.01% 170
2019
Q3 		$397K Buy
+4,171
New +$376K 0.01% 168

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

Valmark Advisers's WEC Position: Q2 2026 in Review

Valmark Advisers increased its WEC Energy (WEC) stake by 20% in Q2 2026, buying an estimated $203K and bringing the position to 10,868 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #327.

Valmark Advisers first reported a position in WEC in Q3 2019 and has held it in 28 quarters since. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Valmark Advisers held 10,868 shares of WEC Energy worth $1.27M as of Q2 2026.
  • Valmark Advisers bought 1,779 WEC Energy shares in Q2 2026, an estimated $203K.
  • WEC Energy made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #327 holding.
  • Valmark Advisers first reported a position in WEC Energy in Q3 2019 and has held it in 28 quarters since.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.