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Bay Harbor Wealth Management’s WEC Energy WEC Stock Holding History

Bay Harbor 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 		$4.63K Buy
40
+14
+54% +$1.57K ﹤0.01% 364
2025
Q4 		$2.74K Buy
26
+10
+63% +$1.11K ﹤0.01% 411
2025
Q3 		$1.83K Buy
16
+1
+7% +$108 ﹤0.01% 380
2025
Q2 		$1.56K Buy
15
+7
+88% +$745 ﹤0.01% 360
2025
Q1 		$871 Buy
+8
New +$817 ﹤0.01% 318

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

Bay Harbor Wealth Management's WEC Position: Q1 2026 in Review

Bay Harbor Wealth Management increased its WEC Energy (WEC) stake by 54% in Q1 2026, buying an estimated $1.57K and bringing the position to 40 shares worth $4.63K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

Bay Harbor Wealth Management first reported a position in WEC in Q1 2025 and has held it in 5 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Bay Harbor Wealth Management held 40 shares of WEC Energy worth $4.63K as of Q1 2026.
  • Bay Harbor Wealth Management bought 14 WEC Energy shares in Q1 2026, an estimated $1.57K.
  • WEC Energy made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q1 2026, its #364 holding.
  • Bay Harbor Wealth Management first reported a position in WEC Energy in Q1 2025 and has held it in 5 quarters since.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.