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Vestmark Advisory Solutions’s WEC Energy WEC Stock Holding History

Vestmark Advisory Solutions’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 		$4.73M Sell
40,494
-3,218
-7% -$367K 0.04% 401
2026
Q1 		$5.06M Sell
43,712
-3,798
-8% -$427K 0.06% 348
2025
Q4 		$5.01M Buy
47,510
+40,307
+560% +$4.46M 0.07% 290
2025
Q3 		$825K Sell
7,203
-60
-0.8% -$6.5K 0.02% 586
2025
Q2 		$757K Sell
7,263
-6,383
-47% -$679K 0.01% 549
2025
Q1 		$1.49M Buy
13,646
+7,082
+108% +$723K 0.04% 352
2024
Q4 		$617K Sell
6,564
-127
-2% -$12.3K 0.02% 383
2024
Q3 		$644K Sell
6,691
-44
-0.7% -$3.9K 0.02% 354
2024
Q2 		$528K Buy
6,735
+33
+0.5% +$2.68K 0.02% 394
2024
Q1 		$550K Buy
6,702
+105
+2% +$8.44K 0.02% 379
2023
Q4 		$555K Sell
6,597
-423
-6% -$34.8K 0.03% 332
2023
Q3 		$565K Sell
7,020
-3,062
-30% -$266K 0.04% 283
2023
Q2 		$890K Buy
10,082
+82
+0.8% +$7.58K 0.03% 479
2023
Q1 		$948K Sell
10,000
-375
-4% -$34.7K 0.04% 448
2022
Q4 		$973K Buy
10,375
+564
+6% +$52.1K 0.05% 421
2022
Q3 		$878K Buy
9,811
+1,776
+22% +$181K 0.05% 414
2022
Q2 		$809K Buy
8,035
+3,406
+74% +$345K 0.05% 420
2022
Q1 		$462K Buy
4,629
+24
+0.5% +$2.27K 0.03% 561
2021
Q4 		$447K Buy
4,605
+71
+2% +$6.49K 0.03% 572
2021
Q3 		$400K Sell
4,534
-2,339
-34% -$219K 0.03% 573
2021
Q2 		$611K Sell
6,873
-2,562
-27% -$241K 0.04% 426
2021
Q1 		$883K Sell
9,435
-721
-7% -$62.9K 0.08% 321
2020
Q4 		$935K Buy
10,156
+304
+3% +$29.6K 0.1% 250
2020
Q3 		$955K Buy
9,852
+265
+3% +$24.7K 0.13% 218
2020
Q2 		$840K Buy
9,587
+612
+7% +$55.2K 0.13% 221
2020
Q1 		$791K Sell
8,975
-1,866
-17% -$179K 0.15% 188
2019
Q4 		$1M Buy
10,841
+817
+8% +$74.5K 0.21% 150
2019
Q3 		$953K Sell
10,024
-2,792
-22% -$252K 0.15% 188
2019
Q2 		$1.07M Sell
12,816
-8,431
-40% -$676K 0.18% 169
2019
Q1 		$1.68M Buy
+21,247
New +$1.58M 0.3% 95

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

Vestmark Advisory Solutions's WEC Position: Q2 2026 in Review

Vestmark Advisory Solutions reduced its WEC Energy (WEC) stake by 7.4% in Q2 2026, selling an estimated $367K and leaving 40,494 shares worth $4.73M. The position accounts for 0.04% of the portfolio, ranked #401.

Vestmark Advisory Solutions first reported a position in WEC in Q1 2019 and has held it in 30 quarters since. The position peaked at $5.06M in Q1 2026. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Vestmark Advisory Solutions held 40,494 shares of WEC Energy worth $4.73M as of Q2 2026.
  • Vestmark Advisory Solutions sold 3,218 WEC Energy shares in Q2 2026, an estimated $367K.
  • WEC Energy made up 0.04% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #401 holding.
  • Vestmark Advisory Solutions first reported a position in WEC Energy in Q1 2019 and has held it in 30 quarters since.
  • Vestmark Advisory Solutions's WEC Energy position peaked at $5.06M in Q1 2026.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.