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Arete Wealth Advisors’s WEC Energy WEC Stock Holding History

Arete Wealth 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 		– Sell
-3,732
Closed -$394K – 747
2025
Q4 		$394K Sell
3,732
-3
-0.1% -$332 0.02% 505
2025
Q3 		$428K Sell
3,735
-143
-4% -$15.5K 0.03% 494
2025
Q2 		$404K Sell
3,878
-320
-8% -$34K 0.03% 481
2025
Q1 		$457K Sell
4,198
-63
-1% -$6.43K 0.03% 416
2024
Q4 		$399K Buy
4,261
+682
+19% +$66.1K 0.03% 474
2024
Q3 		$343K Sell
3,579
-648
-15% -$57.4K 0.03% 479
2024
Q2 		$331K Buy
+4,227
New +$343K 0.03% 514
2024
Q1 		– Sell
-4,053
Closed -$341K – 745
2023
Q4 		$341K Buy
4,053
+70
+2% +$5.76K 0.03% 513
2023
Q3 		$321K Buy
+3,983
New +$346K 0.06% 331
2023
Q1 		– Sell
-4,629
Closed -$434M – 721
2022
Q4 		$434M Sell
4,629
-1,844
-28% -$170K 0.04% 354
2022
Q3 		$579K Buy
6,473
+1,465
+29% +$150K 0.06% 272
2022
Q2 		$504K Buy
+5,008
New +$508K 0.05% 245
2019
Q4 		– Sell
-2,506
Closed -$238K – 433
2019
Q3 		$238K Buy
+2,506
New +$226K 0.05% 338

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

Arete Wealth Advisors's WEC Position: Q1 2026 in Review

Arete Wealth Advisors sold out of WEC Energy (WEC) in Q1 2026, closing a stake of 3,732 shares — an estimated $394K sold.

Arete Wealth Advisors first reported a position in WEC in Q3 2019 and held it in 13 quarters. The position peaked at $434M in Q4 2022. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Arete Wealth Advisors reported no remaining WEC Energy position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 3,732 WEC Energy shares in Q1 2026, an estimated $394K.
  • Arete Wealth Advisors first reported a position in WEC Energy in Q3 2019 and held it in 13 quarters.
  • Arete Wealth Advisors's WEC Energy position peaked at $434M in Q4 2022.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.