VWA
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Valued Wealth Advisors’s WEC Energy WEC Stock Holding History

Valued Wealth 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 		$40.1K Hold
343
– – 0.01% 127
2026
Q1 		$39.7K Hold
343
– – 0.02% 116
2025
Q4 		$36.2K Hold
343
– – 0.02% 112
2025
Q3 		$39.3K Hold
343
– – 0.02% 103
2025
Q2 		$35.7K Hold
343
– – 0.02% 110
2025
Q1 		$37.4K Hold
343
– – 0.02% 107
2024
Q4 		$32.3K Hold
343
– – 0.02% 115
2024
Q3 		$33K Hold
343
– – 0.02% 100
2024
Q2 		$26.9K Hold
343
– – 0.02% 107
2024
Q1 		$28.2K Sell
343
-3
-0.9% -$241 0.02% 100
2023
Q4 		$27.9K Buy
+346
New +$28.5K 0.03% 71

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

Valued Wealth Advisors's WEC Position: Q2 2026 in Review

Valued Wealth Advisors held its WEC Energy (WEC) position steady in Q2 2026 at 343 shares worth $40.1K. The position accounts for 0.01% of the portfolio, ranked #127.

Valued Wealth Advisors first reported a position in WEC in Q4 2023 and has held it in 11 quarters since. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Valued Wealth Advisors held 343 shares of WEC Energy worth $40.1K as of Q2 2026.
  • Valued Wealth Advisors left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #127 holding.
  • Valued Wealth Advisors first reported a position in WEC Energy in Q4 2023 and has held it in 11 quarters since.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.