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Apollon Wealth Management’s WEC Energy WEC Stock Holding History

Apollon Wealth 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 		$1.18M Buy
10,211
+215
+2% +$24.2K 0.02% 541
2025
Q4 		$1.05M Sell
9,996
-1,141
-10% -$126K 0.02% 552
2025
Q3 		$1.28M Buy
11,137
+1,079
+11% +$117K 0.02% 500
2025
Q2 		$1.05M Buy
10,058
+434
+5% +$46.2K 0.02% 541
2025
Q1 		$1.05M Buy
9,624
+558
+6% +$57K 0.02% 501
2024
Q4 		$853K Buy
9,066
+175
+2% +$17K 0.02% 566
2024
Q3 		$855K Sell
8,891
-692
-7% -$61.3K 0.02% 535
2024
Q2 		$752K Sell
9,583
-122
-1% -$9.91K 0.02% 553
2024
Q1 		$797K Buy
9,705
+1,427
+17% +$115K 0.03% 535
2023
Q4 		$697K Buy
8,278
+3,605
+77% +$297K 0.02% 567
2023
Q3 		$376K Sell
4,673
-892
-16% -$77.5K 0.02% 628
2023
Q2 		$491K Sell
5,565
-73
-1% -$6.75K 0.02% 591
2023
Q1 		$534K Sell
5,638
-945
-14% -$87.5K 0.03% 518
2022
Q4 		$617K Sell
6,583
-3,224
-33% -$298K 0.04% 444
2022
Q3 		$877K Buy
9,807
+476
+5% +$48.6K 0.07% 290
2022
Q2 		$939K Sell
9,331
-437
-4% -$44.3K 0.08% 278
2022
Q1 		$975K Sell
9,768
-634
-6% -$59.9K 0.07% 288
2021
Q4 		$1.01M Buy
10,402
+453
+5% +$41.4K 0.08% 274
2021
Q3 		$877K Buy
9,949
+63
+0.6% +$5.91K 0.12% 161
2021
Q2 		$879K Sell
9,886
-486
-5% -$45.8K 0.16% 119
2021
Q1 		$971K Buy
+10,372
New +$904K 0.19% 107
2020
Q4 		– Sell
-4,606
Closed -$446K – 257
2020
Q3 		$446K Buy
4,606
+2,682
+139% +$250K 0.2% 89
2020
Q2 		$169K Buy
+1,924
New +$174K 0.09% 127

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

Apollon Wealth Management's WEC Position: Q1 2026 in Review

Apollon Wealth Management increased its WEC Energy (WEC) stake by 2.2% in Q1 2026, buying an estimated $24.2K and bringing the position to 10,211 shares worth $1.18M. The position accounts for 0.02% of the portfolio, ranked #541.

Apollon Wealth Management first reported a position in WEC in Q2 2020 and has held it in 23 quarters since. The position peaked at $1.28M in Q3 2025. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Apollon Wealth Management held 10,211 shares of WEC Energy worth $1.18M as of Q1 2026.
  • Apollon Wealth Management bought 215 WEC Energy shares in Q1 2026, an estimated $24.2K.
  • WEC Energy made up 0.02% of Apollon Wealth Management's portfolio in Q1 2026, its #541 holding.
  • Apollon Wealth Management first reported a position in WEC Energy in Q2 2020 and has held it in 23 quarters since.
  • Apollon Wealth Management's WEC Energy position peaked at $1.28M in Q3 2025.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.