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World Investment Advisors’s WEC Energy WEC Stock Holding History

World Investment 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 		$3.17M Sell
27,344
-1,692
-6% -$193K 0.05% 364
2026
Q1 		$3.36M Buy
29,036
+495
+2% +$55.6K 0.05% 355
2025
Q4 		$3.01M Buy
28,541
+3,710
+15% +$411K 0.05% 375
2025
Q3 		$2.85M Buy
24,831
+744
+3% +$80.6K 0.06% 334
2025
Q2 		$2.51M Buy
24,087
+3,319
+16% +$353K 0.06% 336
2025
Q1 		$2.26M Sell
20,768
-2,322
-10% -$237K 0.06% 331
2024
Q4 		$2.17M Buy
23,090
+2,015
+10% +$195K 0.06% 314
2024
Q3 		$2.03M Buy
21,075
+2,845
+16% +$252K 0.06% 297
2024
Q2 		$1.43M Buy
18,230
+10,314
+130% +$838K 0.09% 210
2024
Q1 		$1.55M Sell
7,916
-10,540
-57% -$848K 0.22% 98
2023
Q4 		$1.55M Buy
+18,456
New +$1.52M 0.2% 105

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

World Investment Advisors's WEC Position: Q2 2026 in Review

World Investment Advisors reduced its WEC Energy (WEC) stake by 5.8% in Q2 2026, selling an estimated $193K and leaving 27,344 shares worth $3.17M. The position accounts for 0.05% of the portfolio, ranked #364.

World Investment Advisors first reported a position in WEC in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.36M in Q1 2026. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • World Investment Advisors held 27,344 shares of WEC Energy worth $3.17M as of Q2 2026.
  • World Investment Advisors sold 1,692 WEC Energy shares in Q2 2026, an estimated $193K.
  • WEC Energy made up 0.05% of World Investment Advisors's portfolio in Q2 2026, its #364 holding.
  • World Investment Advisors first reported a position in WEC Energy in Q4 2023 and has held it in 11 quarters since.
  • World Investment Advisors's WEC Energy position peaked at $3.36M in Q1 2026.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.