AssuredPartners Investment Advisors’s WEC Energy WEC Stock Holding History

AssuredPartners Investment 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	$243K	Sell	2,081 -1,196	-36%	-$134K	0.03%	353
2025 Q4	$346K	Buy	3,277 +716	+28%	+$79.3K	0.05%	258
2025 Q3	$294K	Buy	+2,561	New	+$278K	0.07%	210
2025 Q2	–	Sell	-3,407	Closed	-$371K	–	332
2025 Q1	$371K	Sell	3,407 -778	-19%	-$79.5K	0.07%	242
2024 Q4	$394K	Buy	+4,185	New	+$406K	0.08%	233

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

AssuredPartners Investment Advisors's WEC Position: Q1 2026 in Review

AssuredPartners Investment Advisors reduced its WEC Energy (WEC) stake by 36% in Q1 2026, selling an estimated $134K and leaving 2,081 shares worth $243K. The position accounts for 0.03% of the portfolio, ranked #353.

AssuredPartners Investment Advisors first reported a position in WEC in Q4 2024 and has held it in 5 quarters since. The position peaked at $394K in Q4 2024. 1,372 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

AssuredPartners Investment Advisors held 2,081 shares of WEC Energy worth $243K as of Q1 2026.
AssuredPartners Investment Advisors sold 1,196 WEC Energy shares in Q1 2026, an estimated $134K.
WEC Energy made up 0.03% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #353 holding.
AssuredPartners Investment Advisors first reported a position in WEC Energy in Q4 2024 and has held it in 5 quarters since.
AssuredPartners Investment Advisors's WEC Energy position peaked at $394K in Q4 2024.
1,372 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.