Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s WEC Energy WEC Stock Holding History

Cambridge Investment Research Advisors’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 		$10.9M Sell
93,898
-10,450
-10% -$1.17M 0.03% 582
2025
Q4 		$11M Buy
104,348
+1,698
+2% +$188K 0.03% 549
2025
Q3 		$11.8M Buy
102,650
+2,092
+2% +$227K 0.03% 510
2025
Q2 		$10.5M Buy
100,558
+1,225
+1% +$130K 0.03% 523
2025
Q1 		$10.8M Sell
99,333
-473
-0.5% -$48.3K 0.04% 476
2024
Q4 		$9.39M Sell
99,806
-511
-0.5% -$49.5K 0.03% 512
2024
Q3 		$9.65M Buy
100,317
+2,917
+3% +$259K 0.03% 514
2024
Q2 		$7.64M Buy
97,400
+1,551
+2% +$126K 0.03% 568
2024
Q1 		$7.87M Buy
95,849
+4,597
+5% +$370K 0.03% 542
2023
Q4 		$7.68M Sell
91,252
-4,794
-5% -$395K 0.03% 515
2023
Q3 		$7.74M Sell
96,046
-3,837
-4% -$333K 0.04% 463
2023
Q2 		$8.81M Buy
99,883
+22,564
+29% +$2.08M 0.04% 422
2023
Q1 		$7.33M Sell
77,319
-996
-1% -$92.2K 0.04% 464
2022
Q4 		$7.34M Sell
78,315
-1,969
-2% -$182K 0.04% 448
2022
Q3 		$7.18M Buy
80,284
+3,403
+4% +$348K 0.04% 421
2022
Q2 		$7.74M Buy
76,881
+1,093
+1% +$111K 0.04% 412
2022
Q1 		$7.56M Buy
75,788
+3,618
+5% +$342K 0.03% 475
2021
Q4 		$7.01M Buy
72,170
+6,379
+10% +$583K 0.03% 511
2021
Q3 		$5.8M Sell
65,791
-2,786
-4% -$261K 0.03% 548
2021
Q2 		$6.1M Sell
68,577
-941
-1% -$88.6K 0.03% 534
2021
Q1 		$6.51M Buy
69,518
+824
+1% +$71.8K 0.04% 477
2020
Q4 		$6.32M Buy
68,694
+2,637
+4% +$257K 0.04% 437
2020
Q3 		$6.4M Buy
66,057
+6,560
+11% +$611K 0.04% 392
2020
Q2 		$5.21M Buy
59,497
+1,405
+2% +$127K 0.04% 426
2020
Q1 		$5.12M Buy
58,092
+5,760
+11% +$554K 0.05% 358
2019
Q4 		$4.83M Buy
52,332
+1,181
+2% +$108K 0.04% 479
2019
Q3 		$4.87M Sell
51,151
-4,772
-9% -$430K 0.04% 416
2019
Q2 		$4.66M Sell
55,923
-6,169
-10% -$495K 0.04% 414
2019
Q1 		$4.91M Buy
62,092
+9,176
+17% +$681K 0.05% 375
2018
Q4 		$3.67M Buy
52,916
+6,632
+14% +$466K 0.04% 427
2018
Q3 		$3.09M Buy
46,284
+2,355
+5% +$157K 0.03% 515
2018
Q2 		$2.84M Sell
43,929
-1,087
-2% -$67.5K 0.03% 529
2018
Q1 		$2.82M Buy
45,016
+2,294
+5% +$142K 0.03% 511
2017
Q4 		$2.84M Buy
42,722
+2,196
+5% +$147K 0.03% 470
2017
Q3 		$2.54M Buy
40,526
+181
+0.4% +$11.5K 0.03% 457
2017
Q2 		$2.48M Sell
40,345
-1,951
-5% -$121K 0.04% 439
2017
Q1 		$2.56M Sell
42,296
-2,384
-5% -$141K 0.04% 384
2016
Q4 		$2.62M Sell
44,680
-12,356
-22% -$709K 0.05% 355
2016
Q3 		$3.42M Buy
57,036
+263
+0.5% +$16.4K 0.06% 288
2016
Q2 		$3.71M Buy
56,773
+14,690
+35% +$884K 0.08% 241
2016
Q1 		$2.53M Buy
42,083
+4,002
+11% +$224K 0.06% 302
2015
Q4 		$1.95M Buy
38,081
+1,722
+5% +$87.9K 0.05% 359
2015
Q3 		$1.9M Buy
36,359
+31,169
+601% +$1.52M 0.05% 319
2015
Q2 		$233K Sell
5,190
-16,872
-76% -$810K 0.01% 1191
2015
Q1 		$1.09M Sell
22,062
-401
-2% -$21K 0.03% 478
2014
Q4 		$1.19M Buy
22,463
+6,858
+44% +$336K 0.04% 433
2014
Q3 		$671K Buy
15,605
+175
+1% +$7.77K 0.02% 669
2014
Q2 		$724K Buy
15,430
+2,167
+16% +$101K 0.03% 575
2014
Q1 		$617K Buy
13,263
+188
+1% +$8.1K 0.02% 609
2013
Q4 		$541K Sell
13,075
-61
-0.5% -$2.53K 0.02% 626
2013
Q3 		$530K Sell
13,136
-1,815
-12% -$75.6K 0.02% 608
2013
Q2 		$613K Buy
+14,951
New +$634K 0.03% 458

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

Cambridge Investment Research Advisors's WEC Position: Q1 2026 in Review

Cambridge Investment Research Advisors reduced its WEC Energy (WEC) stake by 10% in Q1 2026, selling an estimated $1.17M and leaving 93,898 shares worth $10.9M. The position accounts for 0.03% of the portfolio, ranked #582.

Cambridge Investment Research Advisors first reported a position in WEC in Q2 2013 and has held it in 52 quarters since. The position peaked at $11.8M in Q3 2025. 1,372 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Cambridge Investment Research Advisors held 93,898 shares of WEC Energy worth $10.9M as of Q1 2026.
  • Cambridge Investment Research Advisors sold 10,450 WEC Energy shares in Q1 2026, an estimated $1.17M.
  • WEC Energy made up 0.03% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #582 holding.
  • Cambridge Investment Research Advisors first reported a position in WEC Energy in Q2 2013 and has held it in 52 quarters since.
  • Cambridge Investment Research Advisors's WEC Energy position peaked at $11.8M in Q3 2025.
  • 1,372 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.