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Avalon Trust’s WEC Energy WEC Stock Holding History

Avalon Trust’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 		$94.5K Sell
816
-175
-18% -$19.7K 0.01% 221
2025
Q4 		$105K Sell
991
-8
-0.8% -$886 0.01% 198
2025
Q3 		$114K Buy
999
+333
+50% +$36.1K 0.01% 214
2025
Q2 		$69.4K Hold
666
– – 0.01% 227
2025
Q1 		$72.6K Sell
666
-100
-13% -$10.2K 0.01% 216
2024
Q4 		$72K Buy
766
+66
+9% +$6.4K 0.01% 195
2024
Q3 		$67.3K Hold
700
– – 0.01% 195
2024
Q2 		$54.9K Hold
700
– – ﹤0.01% 203
2024
Q1 		$57.5K Hold
700
– – ﹤0.01% 211
2023
Q4 		$58.9K Hold
700
– – 0.01% 196
2023
Q3 		$56.4K Sell
700
-71
-9% -$6.17K 0.01% 182
2023
Q2 		$68K Hold
771
– – 0.01% 184
2023
Q1 		$73.1K Buy
+771
New +$71.4K 0.01% 172

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

Avalon Trust's WEC Position: Q1 2026 in Review

Avalon Trust reduced its WEC Energy (WEC) stake by 18% in Q1 2026, selling an estimated $19.7K and leaving 816 shares worth $94.5K. The position accounts for 0.01% of the portfolio, ranked #221.

Avalon Trust first reported a position in WEC in Q1 2023 and has held it in 13 quarters since. The position peaked at $114K in Q3 2025. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Avalon Trust held 816 shares of WEC Energy worth $94.5K as of Q1 2026.
  • Avalon Trust sold 175 WEC Energy shares in Q1 2026, an estimated $19.7K.
  • WEC Energy made up 0.01% of Avalon Trust's portfolio in Q1 2026, its #221 holding.
  • Avalon Trust first reported a position in WEC Energy in Q1 2023 and has held it in 13 quarters since.
  • Avalon Trust's WEC Energy position peaked at $114K in Q3 2025.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.