Atlantic Private Wealth’s WEC Energy WEC Stock Holding History

Atlantic Private Wealth’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	$34K	Buy	294 +3	+1%	+$337	0.02%	148
2025 Q4	$30.7K	Buy	291 +2	+0.7%	+$221	0.02%	144
2025 Q3	$33.1K	Buy	289 +2	+0.7%	+$217	0.02%	124
2025 Q2	$29.9K	Buy	287 +3	+1%	+$319	0.02%	130
2025 Q1	$31K	Buy	284 +2	+0.7%	+$204	0.02%	135
2024 Q4	$26.5K	Buy	282 +3	+1%	+$291	0.02%	127
2024 Q3	$26.9K	Buy	279 +2	+0.7%	+$177	0.02%	118
2024 Q2	$21.8K	Buy	277 +3	+1%	+$244	0.02%	75
2024 Q1	$22.5K	Sell	274 -643	-70%	-$51.7K	0.02%	76
2023 Q4	$77.2K	Buy	917 +9	+1%	+$741	0.07%	57
2023 Q3	$73.2K	Buy	908 +8	+0.9%	+$695	0.07%	51
2023 Q2	$79.4K	Buy	900 +8	+0.9%	+$739	0.08%	49
2023 Q1	$84.5K	Buy	+892	New	+$82.6K	0.09%	39

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

Atlantic Private Wealth's WEC Position: Q1 2026 in Review

Atlantic Private Wealth increased its WEC Energy (WEC) stake by 1% in Q1 2026, buying an estimated $337 and bringing the position to 294 shares worth $34K. The position accounts for 0.02% of the portfolio, ranked #148.

Atlantic Private Wealth first reported a position in WEC in Q1 2023 and has held it in 13 quarters since. The position peaked at $84.5K in Q1 2023. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Atlantic Private Wealth held 294 shares of WEC Energy worth $34K as of Q1 2026.
Atlantic Private Wealth bought 3 WEC Energy shares in Q1 2026, an estimated $337.
WEC Energy made up 0.02% of Atlantic Private Wealth's portfolio in Q1 2026, its #148 holding.
Atlantic Private Wealth first reported a position in WEC Energy in Q1 2023 and has held it in 13 quarters since.
Atlantic Private Wealth's WEC Energy position peaked at $84.5K in Q1 2023.
1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.