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Cherry Tree Wealth Management’s WEC Energy WEC Stock Holding History

Cherry Tree Wealth Management’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 		$60.3K Hold
521
– – 0.01% 249
2025
Q4 		$54.9K Hold
521
– – 0.01% 259
2025
Q3 		$59.7K Hold
521
– – 0.01% 246
2025
Q2 		$54.3K Sell
521
-27
-5% -$2.87K 0.01% 253
2025
Q1 		$59.7K Hold
548
– – 0.01% 247
2024
Q4 		$51.5K Hold
548
– – 0.01% 248
2024
Q3 		$52.7K Hold
548
– – 0.01% 253
2024
Q2 		$43K Buy
548
+27
+5% +$2.19K 0.01% 259
2024
Q1 		$42.8K Hold
521
– – 0.01% 259
2023
Q4 		$43.9K Sell
521
-57
-10% -$4.69K 0.01% 246
2023
Q3 		$46.6K Hold
578
– – 0.01% 234
2023
Q2 		$51K Buy
+578
New +$53.4K 0.01% 228

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Cherry Tree Wealth Management's WEC Position: Q1 2026 in Review

Cherry Tree Wealth Management held its WEC Energy (WEC) position steady in Q1 2026 at 521 shares worth $60.3K. The position accounts for 0.01% of the portfolio, ranked #249.

Cherry Tree Wealth Management first reported a position in WEC in Q2 2023 and has held it in 12 quarters since. 1,379 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Cherry Tree Wealth Management held 521 shares of WEC Energy worth $60.3K as of Q1 2026.
  • Cherry Tree Wealth Management left its WEC Energy share count unchanged in Q1 2026.
  • WEC Energy made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #249 holding.
  • Cherry Tree Wealth Management first reported a position in WEC Energy in Q2 2023 and has held it in 12 quarters since.
  • 1,379 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.