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Advisors Management Group’s WEC Energy WEC Stock Holding History

Advisors Management Group’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 		$695K Sell
6,006
-244
-4% -$27.4K 0.13% 95
2025
Q4 		$659K Buy
6,250
+1,722
+38% +$191K 0.12% 98
2025
Q3 		$519K Buy
4,528
+18
+0.4% +$1.95K 0.09% 102
2025
Q2 		$470K Buy
4,510
+17
+0.4% +$1.81K 0.09% 103
2025
Q1 		$490K Sell
4,493
-434
-9% -$44.3K 0.11% 100
2024
Q4 		$463K Sell
4,927
-1,565
-24% -$152K 0.11% 102
2024
Q3 		$624K Buy
6,492
+21
+0.3% +$1.86K 0.15% 93
2024
Q2 		$508K Buy
6,471
+24
+0.4% +$1.95K 0.13% 102
2024
Q1 		$529K Sell
6,447
-600
-9% -$48.3K 0.13% 98
2023
Q4 		$593K Buy
7,047
+23
+0.3% +$1.89K 0.16% 90
2023
Q3 		$566K Sell
7,024
-76
-1% -$6.6K 0.17% 90
2023
Q2 		$627K Sell
7,100
-77
-1% -$7.11K 0.19% 85
2023
Q1 		$680K Sell
7,177
-1,524
-18% -$141K 0.22% 78
2022
Q4 		$816K Buy
8,701
+124
+1% +$11.5K 0.31% 67
2022
Q3 		$767K Buy
8,577
+1,233
+17% +$126K 0.31% 69
2022
Q2 		$739K Sell
7,344
-282
-4% -$28.6K 0.26% 72
2022
Q1 		$761K Sell
7,626
-293
-4% -$27.7K 0.26% 69
2021
Q4 		$769K Buy
7,919
+40
+0.5% +$3.66K 0.23% 71
2021
Q3 		$695K Buy
7,879
+37
+0.5% +$3.47K 0.22% 73
2021
Q2 		$698K Sell
7,842
-126
-2% -$11.9K 0.21% 76
2021
Q1 		$746K Sell
7,968
-246
-3% -$21.4K 0.23% 72
2020
Q4 		$756K Buy
8,214
+35
+0.4% +$3.41K 0.31% 58
2020
Q3 		$793K Sell
8,179
-244
-3% -$22.7K 0.33% 57
2020
Q2 		$738K Sell
8,423
-1,389
-14% -$125K 0.33% 56
2020
Q1 		$865K Buy
9,812
+38
+0.4% +$3.65K 0.41% 50
2019
Q4 		$901K Sell
9,774
-207
-2% -$18.9K 0.36% 50
2019
Q3 		$949K Sell
9,981
-510
-5% -$46K 0.39% 52
2019
Q2 		$875K Buy
10,491
+49
+0.5% +$3.93K 0.38% 51
2019
Q1 		$826K Buy
10,442
+196
+2% +$14.5K 0.37% 52
2018
Q4 		$710K Sell
10,246
-156
-1% -$11K 0.37% 50
2018
Q3 		$694K Buy
10,402
+53
+0.5% +$3.53K 0.32% 55
2018
Q2 		$669K Buy
10,349
+58
+0.6% +$3.6K 0.32% 55
2018
Q1 		$641K Buy
10,291
+60
+0.6% +$3.72K 0.33% 55
2017
Q4 		$680K Buy
10,231
+2,788
+37% +$187K 0.35% 53
2017
Q3 		$467K Sell
7,443
-115
-2% -$7.34K 0.25% 53
2017
Q2 		$464K Sell
7,558
-114
-1% -$7.04K 0.26% 54
2017
Q1 		$465K Buy
7,672
+222
+3% +$13.1K 0.29% 50
2016
Q4 		$437K Buy
7,450
+35
+0.5% +$2.01K 0.3% 50
2016
Q3 		$444K Sell
7,415
-1,882
-20% -$117K 0.3% 50
2016
Q2 		$607K Buy
9,297
+485
+6% +$29.2K 0.42% 47
2016
Q1 		$529K Buy
8,812
+36
+0.4% +$2.02K 0.39% 49
2015
Q4 		$450K Buy
+8,776
New +$448K 0.37% 47

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

Advisors Management Group's WEC Position: Q1 2026 in Review

Advisors Management Group reduced its WEC Energy (WEC) stake by 3.9% in Q1 2026, selling an estimated $27.4K and leaving 6,006 shares worth $695K. The position accounts for 0.13% of the portfolio, ranked #95.

Advisors Management Group first reported a position in WEC in Q4 2015 and has held it in 42 quarters since. The position peaked at $949K in Q3 2019. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Advisors Management Group held 6,006 shares of WEC Energy worth $695K as of Q1 2026.
  • Advisors Management Group sold 244 WEC Energy shares in Q1 2026, an estimated $27.4K.
  • WEC Energy made up 0.13% of Advisors Management Group's portfolio in Q1 2026, its #95 holding.
  • Advisors Management Group first reported a position in WEC Energy in Q4 2015 and has held it in 42 quarters since.
  • Advisors Management Group's WEC Energy position peaked at $949K in Q3 2019.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Advisors Management Group's 13F filing for Q1 2026, filed 1 May 2026.