Cetera Investment Advisers
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Cetera Investment Advisers’s WEC Energy WEC Stock Holding History

Cetera Investment Advisers’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 		$29.8M Buy
257,158
+27,685
+12% +$3.11M 0.03% 530
2025
Q4 		$24.2M Buy
229,473
+11,835
+5% +$1.31M 0.03% 584
2025
Q3 		$24.9M Buy
217,638
+80,524
+59% +$8.73M 0.03% 547
2025
Q2 		$14.3M Sell
137,114
-18,021
-12% -$1.92M 0.02% 652
2025
Q1 		$16.9M Buy
155,135
+7,669
+5% +$783K 0.03% 522
2024
Q4 		$13.9M Sell
147,466
-3,311
-2% -$321K 0.03% 560
2024
Q3 		$14.5M Buy
150,777
+30,826
+26% +$2.73M 0.03% 539
2024
Q2 		$9.41M Buy
119,951
+4,835
+4% +$393K 0.02% 694
2024
Q1 		$9.45M Buy
115,116
+90,062
+359% +$7.24M 0.02% 685
2023
Q4 		$2.11M Buy
25,054
+12,405
+98% +$1.02M 0.02% 775
2023
Q3 		$1.02M Buy
12,649
+673
+6% +$58.5K 0.01% 1034
2023
Q2 		$1.06M Buy
11,976
+323
+3% +$29.8K 0.01% 1038
2023
Q1 		$1.1M Sell
11,653
-6,130
-34% -$568K 0.01% 986
2022
Q4 		$1.67M Buy
17,783
+8,729
+96% +$807K 0.02% 774
2022
Q3 		$810K Sell
9,054
-95
-1% -$9.7K 0.02% 804
2022
Q2 		$921K Buy
9,149
+384
+4% +$38.9K 0.01% 827
2022
Q1 		$875K Buy
8,765
+923
+12% +$87.2K 0.01% 867
2021
Q4 		$761K Buy
7,842
+230
+3% +$21K 0.01% 932
2021
Q3 		$671K Sell
7,612
-712
-9% -$66.8K 0.01% 967
2021
Q2 		$740K Buy
8,324
+1,896
+29% +$179K 0.01% 900
2021
Q1 		$602K Sell
6,428
-2,226
-26% -$194K 0.01% 875
2020
Q4 		$796K Buy
8,654
+3,794
+78% +$369K 0.02% 758
2020
Q3 		$471K Buy
4,860
+2,381
+96% +$222K 0.04% 395
2020
Q2 		$217K Sell
2,479
-49
-2% -$4.42K 0.02% 562
2020
Q1 		$223K Buy
2,528
+94
+4% +$9.04K 0.03% 474
2019
Q4 		$225K Buy
2,434
+25
+1% +$2.28K 0.02% 521
2019
Q3 		$230K Buy
+2,409
New +$217K 0.03% 472

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

Cetera Investment Advisers's WEC Position: Q1 2026 in Review

Cetera Investment Advisers increased its WEC Energy (WEC) stake by 12% in Q1 2026, buying an estimated $3.11M and bringing the position to 257,158 shares worth $29.8M. The position accounts for 0.03% of the portfolio, ranked #530.

Cetera Investment Advisers first reported a position in WEC in Q3 2019 and has held it in 27 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Cetera Investment Advisers held 257,158 shares of WEC Energy worth $29.8M as of Q1 2026.
  • Cetera Investment Advisers bought 27,685 WEC Energy shares in Q1 2026, an estimated $3.11M.
  • WEC Energy made up 0.03% of Cetera Investment Advisers's portfolio in Q1 2026, its #530 holding.
  • Cetera Investment Advisers first reported a position in WEC Energy in Q3 2019 and has held it in 27 quarters since.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.