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Alpha Cubed Investments’s WEC Energy WEC Stock Holding History

Alpha Cubed Investments’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
2025
Q4 		$513K Buy
4,860
+41
+0.9% +$4.54K 0.02% 178
2025
Q3 		$552K Sell
4,819
-65
-1% -$7.04K 0.02% 170
2025
Q2 		$509K Buy
4,884
+57
+1% +$6.07K 0.02% 180
2025
Q1 		$526K Buy
4,827
+438
+10% +$44.7K 0.02% 171
2024
Q4 		$413K Hold
4,389
– – 0.02% 173
2024
Q3 		$422K Sell
4,389
-381
-8% -$33.8K 0.02% 168
2024
Q2 		$374K Sell
4,770
-146
-3% -$11.9K 0.02% 184
2024
Q1 		$404K Buy
4,916
+602
+14% +$48.4K 0.02% 171
2023
Q4 		$363K Hold
4,314
– – 0.02% 183
2023
Q3 		$347K Hold
4,314
– – 0.02% 167
2023
Q2 		$381K Hold
4,314
– – 0.03% 167
2023
Q1 		$409K Sell
4,314
-572
-12% -$53K 0.03% 164
2022
Q4 		$458K Hold
4,886
– – 0.03% 174
2022
Q3 		$437K Sell
4,886
-424
-8% -$43.3K 0.03% 163
2022
Q2 		$534K Buy
5,310
+424
+9% +$43K 0.04% 160
2022
Q1 		$488K Buy
4,886
+531
+12% +$50.1K 0.03% 192
2021
Q4 		$423K Buy
4,355
+182
+4% +$16.6K 0.03% 191
2021
Q3 		$368K Hold
4,173
– – 0.03% 189
2021
Q2 		$371K Hold
4,173
– – 0.03% 193
2021
Q1 		$391K Hold
4,173
– – 0.03% 181
2020
Q4 		$384K Sell
4,173
-150
-3% -$14.6K 0.03% 177
2020
Q3 		$419K Sell
4,323
-2,155
-33% -$201K 0.04% 150
2020
Q2 		$568K Hold
6,478
– – 0.06% 113
2020
Q1 		$571K Sell
6,478
-486
-7% -$46.7K 0.07% 109
2019
Q4 		$642K Hold
6,964
– – 0.07% 122
2019
Q3 		$662K Sell
6,964
-500
-7% -$45.1K 0.08% 116
2019
Q2 		$622K Buy
7,464
+837
+13% +$67.1K 0.07% 121
2019
Q1 		$524K Sell
6,627
-11,300
-63% -$838K 0.06% 124
2018
Q4 		$1.24M Sell
17,927
-422
-2% -$29.6K 0.19% 81
2018
Q3 		$1.29M Buy
18,349
+11,182
+156% +$745K 0.15% 100
2018
Q2 		$463K Buy
7,167
+279
+4% +$17.3K 0.06% 130
2018
Q1 		$432K Sell
6,888
-34
-0.5% -$2.11K 0.06% 143
2017
Q4 		$460K Buy
+6,922
New +$464K 0.06% 145

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Alpha Cubed Investments's WEC Position: Q4 2025 in Review

Alpha Cubed Investments increased its WEC Energy (WEC) stake by 0.85% in Q4 2025, buying an estimated $4.54K and bringing the position to 4,860 shares worth $513K. The position accounts for 0.02% of the portfolio, ranked #178.

Alpha Cubed Investments first reported a position in WEC in Q4 2017 and has held it in 33 quarters since. The position peaked at $1.29M in Q3 2018. 1,348 funds tracked by Wall St. Rank hold WEC as of Q4 2025.

  • Alpha Cubed Investments held 4,860 shares of WEC Energy worth $513K as of Q4 2025.
  • Alpha Cubed Investments bought 41 WEC Energy shares in Q4 2025, an estimated $4.54K.
  • WEC Energy made up 0.02% of Alpha Cubed Investments's portfolio in Q4 2025, its #178 holding.
  • Alpha Cubed Investments first reported a position in WEC Energy in Q4 2017 and has held it in 33 quarters since.
  • Alpha Cubed Investments's WEC Energy position peaked at $1.29M in Q3 2018.
  • 1,348 funds tracked by Wall St. Rank held WEC Energy as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.