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Addison Advisors’s WEC Energy WEC Stock Holding History

Addison 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
Q1 		$225K Hold
1,941
– – 0.05% 207
2025
Q4 		$205K Hold
1,941
– – 0.05% 217
2025
Q3 		$222K Sell
1,941
-48
-2% -$5.2K 0.05% 207
2025
Q2 		$207K Buy
1,989
+40
+2% +$4.26K 0.05% 215
2025
Q1 		$212K Hold
1,949
– – 0.06% 196
2024
Q4 		$183K Hold
1,949
– – 0.05% 219
2024
Q3 		$187K Hold
1,949
– – 0.05% 221
2024
Q2 		$153K Buy
1,949
+23
+1% +$1.87K 0.05% 238
2024
Q1 		$158K Hold
1,926
– – 0.05% 227
2023
Q4 		$162K Hold
1,926
– – 0.06% 204
2023
Q3 		$155K Hold
1,926
– – 0.07% 183
2023
Q2 		$170K Hold
1,926
– – 0.08% 175
2023
Q1 		$183K Sell
1,926
-404
-17% -$37.4K 0.1% 146
2022
Q4 		$218K Hold
2,330
– – 0.13% 121
2022
Q3 		$208K Hold
2,330
– – 0.13% 115
2022
Q2 		$234K Buy
2,330
+400
+21% +$40.6K 0.14% 110
2022
Q1 		$193K Hold
1,930
– – 0.11% 142
2021
Q4 		$187K Buy
1,930
+4
+0.2% +$366 0.12% 124
2021
Q3 		$170K Hold
1,926
– – 0.14% 87
2021
Q2 		$171K Buy
+1,926
New +$181K 0.14% 91
2020
Q4 		$177K Buy
+1,926
New +$187K 0.17% 83

Other funds holding WEC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Addison Advisors's WEC Position: Q1 2026 in Review

Addison Advisors held its WEC Energy (WEC) position steady in Q1 2026 at 1,941 shares worth $225K. The position accounts for 0.05% of the portfolio, ranked #207.

Addison Advisors first reported a position in WEC in Q4 2020 and has held it in 21 quarters since. The position peaked at $234K in Q2 2022. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Addison Advisors held 1,941 shares of WEC Energy worth $225K as of Q1 2026.
  • Addison Advisors left its WEC Energy share count unchanged in Q1 2026.
  • WEC Energy made up 0.05% of Addison Advisors's portfolio in Q1 2026, its #207 holding.
  • Addison Advisors first reported a position in WEC Energy in Q4 2020 and has held it in 21 quarters since.
  • Addison Advisors's WEC Energy position peaked at $234K in Q2 2022.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.