Carson Wealth (CWM LLC)’s WEC Energy WEC Stock Holding History

Carson Wealth (CWM LLC)’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	$2.73M	Sell	23,624 -3,828	-14%	-$430K	0.01%	1062
2025 Q4	$2.9M	Sell	27,452 -358	-1%	-$39.6K	0.01%	1000
2025 Q3	$3.19M	Buy	27,810 +5,114	+23%	+$554K	0.01%	894
2025 Q2	$2.37M	Buy	22,696 +3,142	+16%	+$334K	0.01%	894
2025 Q1	$2.13M	Buy	19,554 +122	+0.6%	+$12.5K	0.01%	809
2024 Q4	$1.83M	Buy	19,432 +1,879	+11%	+$182K	0.01%	817
2024 Q3	$1.69M	Buy	17,553 +693	+4%	+$61.4K	0.01%	776
2024 Q2	$1.32M	Buy	16,860 +234	+1%	+$19K	0.01%	766
2024 Q1	$1.36M	Sell	16,626 -1,011	-6%	-$81.3K	0.01%	736
2023 Q4	$1.48M	Buy	17,637 +94	+0.5%	+$7.74K	0.01%	655
2023 Q3	$1.41M	Sell	17,543 -311,178	-95%	-$27M	0.01%	624
2023 Q2	$29M	Sell	328,721 -27,280	-8%	-$2.52M	0.18%	113
2023 Q1	$33.7M	Buy	356,001 +815	+0.2%	+$75.5K	0.23%	89
2022 Q4	$33.3M	Buy	355,186 +13,865	+4%	+$1.28M	0.25%	84
2022 Q3	$30.5M	Buy	341,321 +9,188	+3%	+$939K	0.24%	85
2022 Q2	$33.4M	Buy	332,133 +11,022	+3%	+$1.12M	0.26%	78
2022 Q1	$32M	Buy	321,111 +4,725	+1%	+$446K	0.23%	81
2021 Q4	$30.7M	Buy	+316,386	New	+$28.9M	0.22%	89
2021 Q2	$27.4M	Hold	308,567	–	–	0.22%	93
2021 Q1	$27.4M	Hold	308,567	–	–	0.22%	93
2020 Q4	$27.4M	Hold	308,567	–	–	0.22%	93
2020 Q3	$27.4M	Hold	308,567	–	–	0.22%	93
2020 Q2	$27.4M	Hold	308,567	–	–	0.22%	93
2020 Q1	$27.4M	Hold	308,567	–	–	0.22%	93
2019 Q4	$27.4M	Hold	308,567	–	–	0.22%	93
2019 Q3	$27.4M	Hold	308,567	–	–	0.22%	93
2019 Q2	$27.4M	Hold	308,567	–	–	0.22%	93
2019 Q1	$27.4M	Buy	308,567 +265,943	+624%	+$19.7M	0.22%	93
2018 Q4	$2.95M	Buy	42,624 +34,072	+398%	+$2.39M	0.07%	227
2018 Q3	$571K	Buy	8,552 +6,851	+403%	+$457K	0.01%	370
2018 Q2	$110K	Buy	1,701 +552	+48%	+$34.3K	﹤0.01%	505
2018 Q1	$72K	Sell	1,149 -349	-23%	-$21.7K	﹤0.01%	499
2017 Q4	$100K	Sell	1,498 -131	-8%	-$8.79K	﹤0.01%	432
2017 Q3	$102K	Buy	1,629 +460	+39%	+$29.3K	﹤0.01%	415
2017 Q2	$72K	Buy	1,169 +29	+3%	+$1.79K	﹤0.01%	426
2017 Q1	$69K	Hold	1,140	–	–	﹤0.01%	403
2016 Q4	$67K	Buy	1,140 +313	+38%	+$18K	﹤0.01%	403
2016 Q3	$50K	Buy	827 +787	+1,968%	+$49.1K	﹤0.01%	420
2016 Q2	$3K	Hold	40	–	–	﹤0.01%	690
2016 Q1	$2K	Hold	40	–	–	﹤0.01%	688
2015 Q4	$2K	Hold	40	–	–	﹤0.01%	610
2015 Q3	$2K	Buy	+40	New	+$1.95K	﹤0.01%	588

Other funds holding WEC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC)'s WEC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its WEC Energy (WEC) stake by 14% in Q1 2026, selling an estimated $430K and leaving 23,624 shares worth $2.73M. The position accounts for 0.01% of the portfolio, ranked #1062.

Carson Wealth (CWM LLC) first reported a position in WEC in Q3 2015 and has held it in 42 quarters since. The position peaked at $33.7M in Q1 2023. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Carson Wealth (CWM LLC) held 23,624 shares of WEC Energy worth $2.73M as of Q1 2026.
Carson Wealth (CWM LLC) sold 3,828 WEC Energy shares in Q1 2026, an estimated $430K.
WEC Energy made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1062 holding.
Carson Wealth (CWM LLC) first reported a position in WEC Energy in Q3 2015 and has held it in 42 quarters since.
Carson Wealth (CWM LLC)'s WEC Energy position peaked at $33.7M in Q1 2023.
1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.