Walkner Condon Financial Advisors’s WEC Energy WEC Stock Holding History

Walkner Condon Financial 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	$372K	Buy	3,185 +129	+4%	+$14.7K	0.04%	232
2026 Q1	$354K	Buy	3,056 +72	+2%	+$8.09K	0.05%	220
2025 Q4	$315K	Buy	2,984 +40	+1%	+$4.43K	0.04%	236
2025 Q3	$337K	Buy	2,944 +29	+1%	+$3.14K	0.05%	224
2025 Q2	$304K	Buy	2,915 +24	+0.8%	+$2.55K	0.06%	217
2025 Q1	$315K	Buy	2,891 +12	+0.4%	+$1.23K	0.06%	197
2024 Q4	$271K	Buy	+2,879	New	+$279K	0.06%	232
2021 Q3	–	Sell	-2,250	Closed	-$201K	–	181
2021 Q2	$201K	Buy	+2,250	New	+$212K	0.07%	163

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

Walkner Condon Financial Advisors's WEC Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its WEC Energy (WEC) stake by 4.2% in Q2 2026, buying an estimated $14.7K and bringing the position to 3,185 shares worth $372K. The position accounts for 0.04% of the portfolio, ranked #232.

Walkner Condon Financial Advisors first reported a position in WEC in Q2 2021 and has held it in 8 quarters since. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Walkner Condon Financial Advisors held 3,185 shares of WEC Energy worth $372K as of Q2 2026.
Walkner Condon Financial Advisors bought 129 WEC Energy shares in Q2 2026, an estimated $14.7K.
WEC Energy made up 0.04% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #232 holding.
Walkner Condon Financial Advisors first reported a position in WEC Energy in Q2 2021 and has held it in 8 quarters since.
1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.