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Avestar Capital’s WEC Energy WEC Stock Holding History

Avestar Capital’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 		$419K Buy
3,618
+415
+13% +$46.6K 0.03% 389
2025
Q4 		$338K Buy
3,203
+1,175
+58% +$130K 0.02% 399
2025
Q3 		$232K Buy
+2,028
New +$220K 0.02% 449
2019
Q3 		– Sell
-847
Closed -$67K – 837
2019
Q2 		$67K Sell
847
-77
-8% -$6.17K 0.04% 260
2019
Q1 		$70K Sell
924
-17
-2% -$1.26K 0.05% 241
2018
Q4 		$62K Sell
941
-2
-0.2% -$140 0.04% 236
2018
Q3 		$59K Sell
943
-122
-11% -$8.13K 0.03% 260
2018
Q2 		$65K Buy
1,065
+92
+9% +$5.72K 0.04% 248
2018
Q1 		$58K Sell
973
-77
-7% -$4.78K 0.04% 234
2017
Q4 		$66K Buy
+1,050
New +$70.5K 0.05% 213

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

Avestar Capital's WEC Position: Q1 2026 in Review

Avestar Capital increased its WEC Energy (WEC) stake by 13% in Q1 2026, buying an estimated $46.6K and bringing the position to 3,618 shares worth $419K. The position accounts for 0.03% of the portfolio, ranked #389.

Avestar Capital first reported a position in WEC in Q4 2017 and has held it in 10 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Avestar Capital held 3,618 shares of WEC Energy worth $419K as of Q1 2026.
  • Avestar Capital bought 415 WEC Energy shares in Q1 2026, an estimated $46.6K.
  • WEC Energy made up 0.03% of Avestar Capital's portfolio in Q1 2026, its #389 holding.
  • Avestar Capital first reported a position in WEC Energy in Q4 2017 and has held it in 10 quarters since.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Avestar Capital's 13F filing for Q1 2026, filed 13 May 2026.