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Blossom Wealth Management’s WEC Energy WEC Stock Holding History

Blossom 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 		$626K Sell
5,406
-433
-7% -$48.6K 0.93% 33
2025
Q4 		$616K Sell
5,839
-600
-9% -$66.4K 1.02% 29
2025
Q3 		$738K Buy
6,439
+90
+1% +$9.76K 1.19% 23
2025
Q2 		$662K Sell
6,349
-200
-3% -$21.3K 1.17% 22
2025
Q1 		$714K Sell
6,549
-95
-1% -$9.7K 1.44% 20
2024
Q4 		$625K Buy
6,644
+181
+3% +$17.5K 1.2% 25
2024
Q3 		$622K Buy
6,463
+1,215
+23% +$108K 1.25% 23
2024
Q2 		$412K Buy
5,248
+203
+4% +$16.5K 0.9% 38
2024
Q1 		$414K Buy
5,045
+545
+12% +$43.8K 1% 35
2023
Q4 		$379K Buy
4,500
+703
+19% +$57.9K 1.02% 37
2023
Q3 		$306K Buy
3,797
+132
+4% +$11.5K 0.98% 41
2023
Q2 		$323K Buy
3,665
+1,324
+57% +$122K 1.18% 38
2023
Q1 		$222K Buy
+2,341
New +$217K 0.9% 48
2022
Q3 		– Sell
-2,041
Closed -$205K – 44
2022
Q2 		$205K Buy
2,041
+20
+1% +$2.03K 1.04% 41
2022
Q1 		$202K Buy
+2,021
New +$191K 0.91% 48

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

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

Blossom Wealth Management reduced its WEC Energy (WEC) stake by 7.4% in Q1 2026, selling an estimated $48.6K and leaving 5,406 shares worth $626K. The position accounts for 0.93% of the portfolio, ranked #33.

Blossom Wealth Management first reported a position in WEC in Q1 2022 and has held it in 15 quarters since. The position peaked at $738K in Q3 2025. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Blossom Wealth Management held 5,406 shares of WEC Energy worth $626K as of Q1 2026.
  • Blossom Wealth Management sold 433 WEC Energy shares in Q1 2026, an estimated $48.6K.
  • WEC Energy made up 0.93% of Blossom Wealth Management's portfolio in Q1 2026, its #33 holding.
  • Blossom Wealth Management first reported a position in WEC Energy in Q1 2022 and has held it in 15 quarters since.
  • Blossom Wealth Management's WEC Energy position peaked at $738K in Q3 2025.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Blossom Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.