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Burling Wealth Partners’s WEC Energy WEC Stock Holding History

Burling Wealth Partners’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 		$794K Sell
6,859
-1,203
-15% -$135K 0.13% 103
2025
Q4 		$850K Sell
8,062
-926
-10% -$103K 0.13% 104
2025
Q3 		$1.03M Sell
8,988
-2,824
-24% -$306K 0.17% 94
2025
Q2 		$1.23M Sell
11,812
-1,749
-13% -$186K 0.23% 86
2025
Q1 		$1.48M Sell
13,561
-3,295
-20% -$337K 0.31% 75
2024
Q4 		$1.59M Buy
+16,856
New +$1.63M 0.32% 75

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

Burling Wealth Partners's WEC Position: Q1 2026 in Review

Burling Wealth Partners reduced its WEC Energy (WEC) stake by 15% in Q1 2026, selling an estimated $135K and leaving 6,859 shares worth $794K. The position accounts for 0.13% of the portfolio, ranked #103.

Burling Wealth Partners first reported a position in WEC in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.59M in Q4 2024. 1,372 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Burling Wealth Partners held 6,859 shares of WEC Energy worth $794K as of Q1 2026.
  • Burling Wealth Partners sold 1,203 WEC Energy shares in Q1 2026, an estimated $135K.
  • WEC Energy made up 0.13% of Burling Wealth Partners's portfolio in Q1 2026, its #103 holding.
  • Burling Wealth Partners first reported a position in WEC Energy in Q4 2024 and has held it in 6 quarters since.
  • Burling Wealth Partners's WEC Energy position peaked at $1.59M in Q4 2024.
  • 1,372 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Burling Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.