Ausdal Financial Partners’s WEC Energy WEC Stock Holding History

Ausdal Financial Partners’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	$239K	Sell	2,062 -621	-23%	-$69.8K	0.01%	869
2025 Q4	$283K	Sell	2,683 -64	-2%	-$7.09K	0.01%	755
2025 Q3	$315K	Buy	+2,747	New	+$298K	0.02%	713
2020 Q1	–	Sell	-2,190	Closed	-$216K	–	350
2019 Q4	$216K	Buy	+2,190	New	+$200K	0.06%	291
2018 Q4	–	Sell	-4,553	Closed	-$304K	–	404
2018 Q3	$304K	Buy	4,553 +16	+0.4%	+$1.07K	0.09%	276
2018 Q2	$293K	Buy	4,537 +521	+13%	+$32.4K	0.09%	283
2018 Q1	$252K	Buy	4,016 +445	+12%	+$27.6K	0.09%	286
2017 Q4	$237K	Buy	3,571 +14	+0.4%	+$939	0.08%	300
2017 Q3	$223K	Buy	+3,557	New	+$227K	0.09%	293
2016 Q1	–	Sell	-2,302	Closed	-$118K	–	1022
2015 Q4	$118K	Buy	+2,302	New	+$117K	0.06%	277

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

Ausdal Financial Partners's WEC Position: Q1 2026 in Review

Ausdal Financial Partners reduced its WEC Energy (WEC) stake by 23% in Q1 2026, selling an estimated $69.8K and leaving 2,062 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #869.

Ausdal Financial Partners first reported a position in WEC in Q4 2015 and has held it in 10 quarters since. The position peaked at $315K in Q3 2025. 1,373 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Ausdal Financial Partners held 2,062 shares of WEC Energy worth $239K as of Q1 2026.
Ausdal Financial Partners sold 621 WEC Energy shares in Q1 2026, an estimated $69.8K.
WEC Energy made up 0.01% of Ausdal Financial Partners's portfolio in Q1 2026, its #869 holding.
Ausdal Financial Partners first reported a position in WEC Energy in Q4 2015 and has held it in 10 quarters since.
Ausdal Financial Partners's WEC Energy position peaked at $315K in Q3 2025.
1,373 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.