AlphaStar Capital Management
WEC icon

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
Q3 		$380K Sell
3,775
-66
-2% -$7.18K 0.02% 199
2026
Q2 		$448K Sell
3,841
-348
-8% -$39.7K 0.03% 184
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

AlphaStar Capital Management's WEC Position: Q3 2026 in Review

AlphaStar Capital Management reduced its WEC Energy (WEC) stake by 1.7% in Q3 2026, selling an estimated $7.18K and leaving 3,775 shares worth $380K. The position accounts for 0.02% of the portfolio, ranked #199.

AlphaStar Capital Management first reported a position in WEC in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.32M in Q1 2023. 729 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • AlphaStar Capital Management held 3,775 shares of WEC Energy worth $380K as of Q3 2026.
  • AlphaStar Capital Management sold 66 WEC Energy shares in Q3 2026, an estimated $7.18K.
  • WEC Energy made up 0.02% of AlphaStar Capital Management's portfolio in Q3 2026, its #199 holding.
  • AlphaStar Capital Management first reported a position in WEC Energy in Q1 2022 and has held it in 16 quarters since.
  • AlphaStar Capital Management's WEC Energy position peaked at $1.32M in Q1 2023.
  • 729 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on AlphaStar Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.