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Aviso Financial’s WEC Energy WEC Stock Holding History

Aviso Financial’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 		$1.7M Buy
14,725
+636
+5% +$71.5K 0.06% 118
2025
Q4 		$1.49M Buy
14,089
+653
+5% +$72.3K 0.06% 121
2025
Q3 		$1.54M Buy
13,436
+852
+7% +$92.3K 0.06% 120
2025
Q2 		$1.31M Buy
12,584
+543
+5% +$57.8K 0.06% 132
2025
Q1 		$1.31M Buy
12,041
+952
+9% +$97.2K 0.06% 121
2024
Q4 		$1.04M Buy
11,089
+436
+4% +$42.3K 0.05% 144
2024
Q3 		$1.02M Buy
10,653
+906
+9% +$80.3K 0.05% 144
2024
Q2 		$765K Buy
+9,747
New +$792K 0.04% 163

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

Aviso Financial's WEC Position: Q1 2026 in Review

Aviso Financial increased its WEC Energy (WEC) stake by 4.5% in Q1 2026, buying an estimated $71.5K and bringing the position to 14,725 shares worth $1.7M. The position accounts for 0.06% of the portfolio, ranked #118.

Aviso Financial first reported a position in WEC in Q2 2024 and has held it in 8 quarters since. 1,373 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Aviso Financial held 14,725 shares of WEC Energy worth $1.7M as of Q1 2026.
  • Aviso Financial bought 636 WEC Energy shares in Q1 2026, an estimated $71.5K.
  • WEC Energy made up 0.06% of Aviso Financial's portfolio in Q1 2026, its #118 holding.
  • Aviso Financial first reported a position in WEC Energy in Q2 2024 and has held it in 8 quarters since.
  • 1,373 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

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