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WPG Advisers’s WEC Energy WEC Stock Holding History

WPG 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 		$31.1K Buy
266
+47
+21% +$5.36K 0.02% 432
2026
Q1 		$25.4K Sell
219
-129
-37% -$14.5K 0.02% 423
2025
Q4 		$36.7K Sell
348
-31
-8% -$3.43K 0.03% 350
2025
Q3 		$43.4K Buy
379
+1
+0.3% +$108 0.03% 323
2025
Q2 		$39.4K Buy
378
+59
+18% +$6.28K 0.03% 324
2025
Q1 		$34.8K Sell
319
-59
-16% -$6.03K 0.03% 350
2024
Q4 		$35.5K Buy
+378
New +$36.6K 0.03% 354

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

WPG Advisers's WEC Position: Q2 2026 in Review

WPG Advisers increased its WEC Energy (WEC) stake by 21% in Q2 2026, buying an estimated $5.36K and bringing the position to 266 shares worth $31.1K. The position accounts for 0.02% of the portfolio, ranked #432.

WPG Advisers first reported a position in WEC in Q4 2024 and has held it in 7 quarters since. The position peaked at $43.4K in Q3 2025. 848 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • WPG Advisers held 266 shares of WEC Energy worth $31.1K as of Q2 2026.
  • WPG Advisers bought 47 WEC Energy shares in Q2 2026, an estimated $5.36K.
  • WEC Energy made up 0.02% of WPG Advisers's portfolio in Q2 2026, its #432 holding.
  • WPG Advisers first reported a position in WEC Energy in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's WEC Energy position peaked at $43.4K in Q3 2025.
  • 848 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.