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Virtus Investment Advisers’s WEC Energy WEC Stock Holding History

Virtus Investment 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 		$202K Buy
1,727
+47
+3% +$5.36K 0.05% 393
2026
Q1 		$194K Buy
1,680
+130
+8% +$14.6K 0.05% 369
2025
Q4 		$163K Sell
1,550
-22
-1% -$2.44K 0.04% 406
2025
Q3 		$180K Sell
1,572
-75
-5% -$8.13K 0.05% 276
2025
Q2 		$172K Buy
1,647
+61
+4% +$6.49K 0.06% 272
2025
Q1 		$173K Buy
+1,586
New +$162K 0.05% 281
2023
Q2 		– Sell
-1,697
Closed -$161K – 300
2023
Q1 		$161K Hold
1,697
– – 0.11% 211
2022
Q4 		$159K Hold
1,697
– – 0.11% 218
2022
Q3 		$152K Buy
+1,697
New +$173K 0.07% 241
2017
Q4 		– Sell
-18,885
Closed -$1.19M – 532
2017
Q3 		$1.19M Sell
18,885
-2,943
-13% -$188K 0.12% 199
2017
Q2 		$1.34M Buy
21,828
+13,701
+169% +$846K 0.13% 193
2017
Q1 		$493K Sell
8,127
-15,750
-66% -$928K 0.04% 328
2016
Q4 		$1.4M Sell
23,877
-34,418
-59% -$1.97M 0.11% 230
2016
Q3 		$3.49M Buy
+58,295
New +$3.64M 0.22% 156

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

Virtus Investment Advisers's WEC Position: Q2 2026 in Review

Virtus Investment Advisers increased its WEC Energy (WEC) stake by 2.8% in Q2 2026, buying an estimated $5.36K and bringing the position to 1,727 shares worth $202K. The position accounts for 0.05% of the portfolio, ranked #393.

Virtus Investment Advisers first reported a position in WEC in Q3 2016 and has held it in 14 quarters since. The position peaked at $3.49M in Q3 2016. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Virtus Investment Advisers held 1,727 shares of WEC Energy worth $202K as of Q2 2026.
  • Virtus Investment Advisers bought 47 WEC Energy shares in Q2 2026, an estimated $5.36K.
  • WEC Energy made up 0.05% of Virtus Investment Advisers's portfolio in Q2 2026, its #393 holding.
  • Virtus Investment Advisers first reported a position in WEC Energy in Q3 2016 and has held it in 14 quarters since.
  • Virtus Investment Advisers's WEC Energy position peaked at $3.49M in Q3 2016.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Virtus Investment Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.