Arcadia Investment Management’s WEC Energy WEC Stock Holding History

Arcadia Investment 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	$92.8K	Hold	802	–	–	0.02%	145
2025 Q4	$84.6K	Buy	802 +2	+0.3%	+$221	0.01%	157
2025 Q3	$91.7K	Hold	800	–	–	0.01%	160
2025 Q2	$83.4K	Hold	800	–	–	0.01%	167
2025 Q1	$87.2K	Hold	800	–	–	0.02%	169
2024 Q4	$75.2K	Hold	800	–	–	0.01%	188
2024 Q3	$76.9K	Sell	800 -1,900	-70%	-$168K	0.01%	165
2024 Q2	$212K	Hold	2,700	–	–	0.04%	118
2024 Q1	$222K	Hold	2,700	–	–	0.04%	116
2023 Q4	$227K	Hold	2,700	–	–	0.04%	121
2023 Q3	$217K	Hold	2,700	–	–	0.05%	120
2023 Q2	$238K	Hold	2,700	–	–	0.05%	119
2023 Q1	$256K	Hold	2,700	–	–	0.06%	118
2022 Q4	$253K	Hold	2,700	–	–	0.06%	112
2022 Q3	$241K	Hold	2,700	–	–	0.06%	116
2022 Q2	$272K	Hold	2,700	–	–	0.06%	117
2022 Q1	$269K	Hold	2,700	–	–	0.05%	126
2021 Q4	$262K	Sell	2,700 -300	-10%	-$27.4K	0.04%	129
2021 Q3	$265K	Hold	3,000	–	–	0.05%	125
2021 Q2	$267K	Sell	3,000 -310	-9%	-$29.2K	0.05%	122
2021 Q1	$310K	Sell	3,310 -200	-6%	-$17.4K	0.06%	115
2020 Q4	$323K	Sell	3,510 -350	-9%	-$34.1K	0.07%	102
2020 Q3	$374K	Hold	3,860	–	–	0.08%	100
2020 Q2	$338K	Hold	3,860	–	–	0.08%	99
2020 Q1	$340K	Hold	3,860	–	–	0.1%	99
2019 Q4	$356K	Hold	3,860	–	–	0.09%	104
2019 Q3	$367K	Hold	3,860	–	–	0.1%	103
2019 Q2	$322K	Hold	3,860	–	–	0.09%	102
2019 Q1	$305K	Hold	3,860	–	–	0.09%	100
2018 Q4	$267K	Sell	3,860 -150	-4%	-$10.5K	0.09%	100
2018 Q3	$268K	Sell	4,010 -100	-2%	-$6.67K	0.07%	105
2018 Q2	$266K	Hold	4,110	–	–	0.07%	107
2018 Q1	$258K	Sell	4,110 -325	-7%	-$20.2K	0.07%	107
2017 Q4	$295K	Buy	4,435 +2,000	+82%	+$134K	0.08%	106
2017 Q3	$153K	Buy	2,435 +635	+35%	+$40.5K	0.05%	131
2017 Q2	$110K	Hold	1,800	–	–	0.03%	149
2017 Q1	$109K	Sell	1,800 -200	-10%	-$11.8K	0.03%	150
2016 Q4	$117K	Hold	2,000	–	–	0.04%	144
2016 Q3	$120K	Hold	2,000	–	–	0.04%	135
2016 Q2	$131K	Hold	2,000	–	–	0.04%	132
2016 Q1	$120K	Hold	2,000	–	–	0.04%	125
2015 Q4	$103K	Hold	2,000	–	–	0.03%	132
2015 Q3	$104K	Sell	2,000 -405	-17%	-$19.7K	0.03%	118
2015 Q2	$108K	Buy	+2,405	New	+$115K	0.03%	120

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

Arcadia Investment Management's WEC Position: Q1 2026 in Review

Arcadia Investment Management held its WEC Energy (WEC) position steady in Q1 2026 at 802 shares worth $92.8K. The position accounts for 0.02% of the portfolio, ranked #145.

Arcadia Investment Management first reported a position in WEC in Q2 2015 and has held it in 44 quarters since. The position peaked at $374K in Q3 2020. 1,372 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Arcadia Investment Management held 802 shares of WEC Energy worth $92.8K as of Q1 2026.
Arcadia Investment Management left its WEC Energy share count unchanged in Q1 2026.
WEC Energy made up 0.02% of Arcadia Investment Management's portfolio in Q1 2026, its #145 holding.
Arcadia Investment Management first reported a position in WEC Energy in Q2 2015 and has held it in 44 quarters since.
Arcadia Investment Management's WEC Energy position peaked at $374K in Q3 2020.
1,372 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

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