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Atomi Financial Group’s WEC Energy WEC Stock Holding History

Atomi Financial Group’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 		$658K Sell
5,687
-2,201
-28% -$247K 0.02% 603
2025
Q4 		$832K Buy
7,888
+2,091
+36% +$232K 0.02% 472
2025
Q3 		$664K Buy
5,797
+26
+0.5% +$2.82K 0.02% 529
2025
Q2 		$601K Buy
5,771
+490
+9% +$52.1K 0.02% 513
2025
Q1 		$575K Buy
5,281
+304
+6% +$31K 0.03% 475
2024
Q4 		$468K Buy
4,977
+2,013
+68% +$195K 0.02% 511
2024
Q3 		$285K Buy
+2,964
New +$263K 0.02% 690

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

Atomi Financial Group's WEC Position: Q1 2026 in Review

Atomi Financial Group reduced its WEC Energy (WEC) stake by 28% in Q1 2026, selling an estimated $247K and leaving 5,687 shares worth $658K. The position accounts for 0.02% of the portfolio, ranked #603.

Atomi Financial Group first reported a position in WEC in Q3 2024 and has held it in 7 quarters since. The position peaked at $832K in Q4 2025. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Atomi Financial Group held 5,687 shares of WEC Energy worth $658K as of Q1 2026.
  • Atomi Financial Group sold 2,201 WEC Energy shares in Q1 2026, an estimated $247K.
  • WEC Energy made up 0.02% of Atomi Financial Group's portfolio in Q1 2026, its #603 holding.
  • Atomi Financial Group first reported a position in WEC Energy in Q3 2024 and has held it in 7 quarters since.
  • Atomi Financial Group's WEC Energy position peaked at $832K in Q4 2025.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.