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CBIZ Investment Advisory Services’s WEC Energy WEC Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-70
Closed -$7.38K – 740
2025
Q4 		$7.38K Buy
70
+28
+67% +$3.1K ﹤0.01% 438
2025
Q3 		$4.81K Buy
42
+21
+100% +$2.28K ﹤0.01% 448
2025
Q2 		$2.19K Buy
+21
New +$2.23K ﹤0.01% 535

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CBIZ Investment Advisory Services's WEC Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of WEC Energy (WEC) in Q1 2026, closing a stake of 70 shares — an estimated $7.38K sold.

CBIZ Investment Advisory Services first reported a position in WEC in Q2 2025 and held it in 3 quarters. The position peaked at $7.38K in Q4 2025. 1,383 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining WEC Energy position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 70 WEC Energy shares in Q1 2026, an estimated $7.38K.
  • CBIZ Investment Advisory Services first reported a position in WEC Energy in Q2 2025 and held it in 3 quarters.
  • CBIZ Investment Advisory Services's WEC Energy position peaked at $7.38K in Q4 2025.
  • 1,383 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.