WestEnd Advisors’s WEC Energy WEC Stock Holding History

WestEnd 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	$1.75K	Buy	15 +2	+15%	+$228	﹤0.01%	197
2026 Q1	$1.5K	Hold	13	–	–	﹤0.01%	184
2025 Q4	$1.37K	Sell	13 -2	-13%	-$221	﹤0.01%	200
2025 Q3	$1.72K	Buy	+15	New	+$1.63K	﹤0.01%	171
2024 Q4	–	Sell	-4	Closed	-$385	–	406
2024 Q3	$385	Hold	4	–	–	﹤0.01%	207
2024 Q2	$314	Sell	4 -1	-20%	-$81	﹤0.01%	204
2024 Q1	$411	Hold	5	–	–	﹤0.01%	170
2023 Q4	$421	Sell	5 -3	-38%	-$247	﹤0.01%	170
2023 Q3	$644	Buy	+8	New	+$695	﹤0.01%	131
2023 Q1	–	Sell	-7	Closed	-$648	–	132
2022 Q4	$656	Buy	7 +2	+40%	+$185	﹤0.01%	130
2022 Q3	$0	Buy	5 +2	+67%	+$204	﹤0.01%	332
2022 Q2	$301	Buy	+3	New	+$304	﹤0.01%	173

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

WestEnd Advisors's WEC Position: Q2 2026 in Review

WestEnd Advisors increased its WEC Energy (WEC) stake by 15% in Q2 2026, buying an estimated $228 and bringing the position to 15 shares worth $1.75K. The position accounts for ﹤0.01% of the portfolio, ranked #197.

WestEnd Advisors first reported a position in WEC in Q2 2022 and has held it in 12 quarters since. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

WestEnd Advisors held 15 shares of WEC Energy worth $1.75K as of Q2 2026.
WestEnd Advisors bought 2 WEC Energy shares in Q2 2026, an estimated $228.
WEC Energy made up ﹤0.01% of WestEnd Advisors's portfolio in Q2 2026, its #197 holding.
WestEnd Advisors first reported a position in WEC Energy in Q2 2022 and has held it in 12 quarters since.
1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on WestEnd Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.