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 		$6.27K Hold
2,200
– – ﹤0.01% 4710
2025
Q4 		$11.4K Buy
+2,200
New +$244K ﹤0.01% 4610

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.