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ALPS Advisors’s WEC Energy WEC Stock Holding History

ALPS Advisors’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 		$1.35M Buy
11,701
+686
+6% +$77.1K 0.01% 499
2025
Q4 		$1.16M Buy
11,015
+3,051
+38% +$338K 0.01% 511
2025
Q3 		$913K Buy
7,964
+384
+5% +$41.6K 0.01% 533
2025
Q2 		$790K Buy
7,580
+4,221
+126% +$449K ﹤0.01% 572
2025
Q1 		$366K Sell
3,359
-341
-9% -$34.8K ﹤0.01% 689
2024
Q4 		$348K Hold
3,700
– – ﹤0.01% 798
2024
Q3 		$356K Buy
+3,700
New +$328K ﹤0.01% 838

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

ALPS Advisors's WEC Position: Q1 2026 in Review

ALPS Advisors increased its WEC Energy (WEC) stake by 6.2% in Q1 2026, buying an estimated $77.1K and bringing the position to 11,701 shares worth $1.35M. The position accounts for 0.01% of the portfolio, ranked #499.

ALPS Advisors first reported a position in WEC in Q3 2024 and has held it in 7 quarters since. 1,372 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • ALPS Advisors held 11,701 shares of WEC Energy worth $1.35M as of Q1 2026.
  • ALPS Advisors bought 686 WEC Energy shares in Q1 2026, an estimated $77.1K.
  • WEC Energy made up 0.01% of ALPS Advisors's portfolio in Q1 2026, its #499 holding.
  • ALPS Advisors first reported a position in WEC Energy in Q3 2024 and has held it in 7 quarters since.
  • 1,372 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on ALPS Advisors's 13F filing for Q1 2026, filed 8 May 2026.