VisionPoint Advisory Group’s WEC Energy WEC Stock Holding History

VisionPoint Advisory Group’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	$231K	Sell	1,978 -70	-3%	-$7.99K	0.04%	421
2026 Q1	$237K	Sell	2,048 -80	-4%	-$8.99K	0.04%	391
2025 Q4	$224K	Sell	2,128 -370	-15%	-$41K	0.04%	366
2025 Q3	$286K	Buy	2,498 +253	+11%	+$27.4K	0.06%	301
2025 Q2	$234K	Buy	+2,245	New	+$239K	0.05%	318
2024 Q3	–	Sell	-205	Closed	-$16.1K	–	780
2024 Q2	$16.1K	Buy	205 +183	+832%	+$14.9K	0.01%	426
2024 Q1	$1.81K	Sell	22 -4	-15%	-$322	﹤0.01%	690
2023 Q4	$2.19K	Sell	26 -10	-28%	-$823	﹤0.01%	614
2023 Q3	$2.9K	Buy	36 +31	+620%	+$2.69K	﹤0.01%	556
2023 Q2	$441	Buy	+5	New	+$462	﹤0.01%	547

Other funds holding WEC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

VisionPoint Advisory Group's WEC Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its WEC Energy (WEC) stake by 3.4% in Q2 2026, selling an estimated $7.99K and leaving 1,978 shares worth $231K. The position accounts for 0.04% of the portfolio, ranked #421.

VisionPoint Advisory Group first reported a position in WEC in Q2 2023 and has held it in 10 quarters since. The position peaked at $286K in Q3 2025. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

VisionPoint Advisory Group held 1,978 shares of WEC Energy worth $231K as of Q2 2026.
VisionPoint Advisory Group sold 70 WEC Energy shares in Q2 2026, an estimated $7.99K.
WEC Energy made up 0.04% of VisionPoint Advisory Group's portfolio in Q2 2026, its #421 holding.
VisionPoint Advisory Group first reported a position in WEC Energy in Q2 2023 and has held it in 10 quarters since.
VisionPoint Advisory Group's WEC Energy position peaked at $286K in Q3 2025.
1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.