AlphaStar Capital Management’s WEC Energy WEC Stock Holding History

AlphaStar Capital Management’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	$485K	Buy	4,189 +131	+3%	+$14.7K	0.04%	144
2025 Q4	$428K	Sell	4,058 -1,754	-30%	-$194K	0.03%	168
2025 Q3	$666K	Buy	5,812 +1,352	+30%	+$147K	0.06%	113
2025 Q2	$465K	Sell	4,460 -1,791	-29%	-$191K	0.03%	233
2025 Q1	$681K	Buy	6,251 +856	+16%	+$87.4K	0.07%	104
2024 Q4	$507K	Buy	5,395 +2,639	+96%	+$256K	0.05%	129
2024 Q3	$265K	Buy	+2,756	New	+$244K	0.02%	321
2023 Q4	–	Sell	-6,686	Closed	-$539K	–	286
2023 Q3	$539K	Sell	6,686 -774	-10%	-$67.3K	0.07%	171
2023 Q2	$658K	Sell	7,460 -6,567	-47%	-$607K	0.07%	168
2023 Q1	$1.32M	Buy	14,027 +7,426	+112%	+$688K	0.11%	112
2022 Q4	$619K	Buy	6,601 +540	+9%	+$49.9K	0.06%	186
2022 Q3	$542K	Buy	6,061 +438	+8%	+$44.7K	0.06%	185
2022 Q2	$566K	Buy	5,623 +1,247	+28%	+$126K	0.05%	204
2022 Q1	$437K	Buy	+4,376	New	+$413K	0.04%	263

Other funds holding WEC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AlphaStar Capital Management's WEC Position: Q1 2026 in Review

AlphaStar Capital Management increased its WEC Energy (WEC) stake by 3.2% in Q1 2026, buying an estimated $14.7K and bringing the position to 4,189 shares worth $485K. The position accounts for 0.04% of the portfolio, ranked #144.

AlphaStar Capital Management first reported a position in WEC in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.32M in Q1 2023. 1,372 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

AlphaStar Capital Management held 4,189 shares of WEC Energy worth $485K as of Q1 2026.
AlphaStar Capital Management bought 131 WEC Energy shares in Q1 2026, an estimated $14.7K.
WEC Energy made up 0.04% of AlphaStar Capital Management's portfolio in Q1 2026, its #144 holding.
AlphaStar Capital Management first reported a position in WEC Energy in Q1 2022 and has held it in 14 quarters since.
AlphaStar Capital Management's WEC Energy position peaked at $1.32M in Q1 2023.
1,372 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on AlphaStar Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.