AWM
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Avaii Wealth Management’s WEC Energy WEC Stock Holding History

Avaii Wealth Management’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 		$408K Buy
3,522
+323
+10% +$36.3K 0.14% 90
2025
Q4 		$337K Buy
3,199
+19
+0.6% +$2.1K 0.12% 101
2025
Q3 		$364K Buy
+3,180
New +$345K 0.14% 94

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

Avaii Wealth Management's WEC Position: Q1 2026 in Review

Avaii Wealth Management increased its WEC Energy (WEC) stake by 10% in Q1 2026, buying an estimated $36.3K and bringing the position to 3,522 shares worth $408K. The position accounts for 0.14% of the portfolio, ranked #90.

Avaii Wealth Management first reported a position in WEC in Q3 2025 and has held it in 3 quarters since. 1,373 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Avaii Wealth Management held 3,522 shares of WEC Energy worth $408K as of Q1 2026.
  • Avaii Wealth Management bought 323 WEC Energy shares in Q1 2026, an estimated $36.3K.
  • WEC Energy made up 0.14% of Avaii Wealth Management's portfolio in Q1 2026, its #90 holding.
  • Avaii Wealth Management first reported a position in WEC Energy in Q3 2025 and has held it in 3 quarters since.
  • 1,373 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Avaii Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.