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Advisornet Financial’s WEC Energy WEC Stock Holding History

Advisornet Financial’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 		$433K Buy
3,739
+31
+0.8% +$3.48K 0.02% 423
2025
Q4 		$391K Buy
3,708
+49
+1% +$5.42K 0.02% 442
2025
Q3 		$419K Sell
3,659
-77
-2% -$8.35K 0.02% 417
2025
Q2 		$389K Sell
3,736
-205
-5% -$21.8K 0.03% 424
2025
Q1 		$429K Sell
3,941
-156
-4% -$15.9K 0.03% 381
2024
Q4 		$385K Buy
4,097
+1,530
+60% +$148K 0.03% 367
2024
Q3 		$247K Buy
2,567
+264
+11% +$23.4K 0.02% 479
2024
Q2 		$181K Buy
2,303
+1,268
+123% +$103K 0.02% 502
2024
Q1 		$85K Sell
1,035
-199
-16% -$16K 0.01% 674
2023
Q4 		$104K Sell
1,234
-1,182
-49% -$97.3K 0.01% 633
2023
Q3 		$195K Buy
2,416
+835
+53% +$72.6K 0.02% 461
2023
Q2 		$140K Buy
1,581
+33
+2% +$3.05K 0.01% 558
2023
Q1 		$147K Sell
1,548
-1,682
-52% -$156K 0.01% 531
2022
Q4 		$303K Sell
3,230
-1,045
-24% -$96.6K 0.03% 390
2022
Q3 		$382K Buy
4,275
+86
+2% +$8.79K 0.04% 372
2022
Q2 		$422K Buy
4,189
+268
+7% +$27.2K 0.04% 341
2022
Q1 		$391K Buy
3,921
+50
+1% +$4.72K 0.02% 409
2021
Q4 		$376K Buy
3,871
+61
+2% +$5.58K 0.02% 453
2021
Q3 		$336K Hold
3,810
– – 0.02% 440
2021
Q2 		$339K Hold
3,810
– – 0.02% 459
2021
Q1 		$357K Hold
3,810
– – 0.03% 426
2020
Q4 		$351K Sell
3,810
-11
-0.3% -$1.07K 0.03% 398
2020
Q3 		$370K Sell
3,821
-89
-2% -$8.29K 0.03% 384
2020
Q2 		$343K Buy
3,910
+100
+3% +$9.02K 0.03% 410
2020
Q1 		$336K Sell
3,810
-842
-18% -$81K 0.03% 381
2019
Q4 		$429K Sell
4,652
-1,222
-21% -$111K 0.04% 360
2019
Q3 		$559K Buy
5,874
+1,981
+51% +$178K 0.05% 308
2019
Q2 		$325K Buy
3,893
+448
+13% +$35.9K 0.04% 379
2019
Q1 		$272K Sell
3,445
-3
-0.1% -$223 0.03% 378
2018
Q4 		$239K Buy
3,448
+2,200
+176% +$154K 0.03% 373
2018
Q3 		$83K Hold
1,248
– – 0.01% 594
2018
Q2 		$81K Sell
1,248
-127
-9% -$7.89K 0.01% 578
2018
Q1 		$86K Buy
1,375
+127
+10% +$7.88K 0.01% 570
2017
Q4 		$83K Buy
+1,248
New +$83.7K 0.01% 524

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

Advisornet Financial's WEC Position: Q1 2026 in Review

Advisornet Financial increased its WEC Energy (WEC) stake by 0.84% in Q1 2026, buying an estimated $3.48K and bringing the position to 3,739 shares worth $433K. The position accounts for 0.02% of the portfolio, ranked #423.

Advisornet Financial first reported a position in WEC in Q4 2017 and has held it in 34 quarters since. The position peaked at $559K in Q3 2019. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Advisornet Financial held 3,739 shares of WEC Energy worth $433K as of Q1 2026.
  • Advisornet Financial bought 31 WEC Energy shares in Q1 2026, an estimated $3.48K.
  • WEC Energy made up 0.02% of Advisornet Financial's portfolio in Q1 2026, its #423 holding.
  • Advisornet Financial first reported a position in WEC Energy in Q4 2017 and has held it in 34 quarters since.
  • Advisornet Financial's WEC Energy position peaked at $559K in Q3 2019.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.