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Coastal Bridge Advisors’s WEC Energy WEC Stock Holding History

Coastal Bridge Advisors’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 		$1.42M Buy
12,269
+1,018
+9% +$114K 0.1% 188
2025
Q4 		$1.19M Buy
11,251
+131
+1% +$14.5K 0.09% 199
2025
Q3 		$1.27M Buy
11,120
+932
+9% +$101K 0.1% 187
2025
Q2 		$1.06M Buy
10,188
+303
+3% +$32.2K 0.09% 205
2025
Q1 		$1.08M Buy
+9,885
New +$1.01M 0.27% 95

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

Coastal Bridge Advisors's WEC Position: Q1 2026 in Review

Coastal Bridge Advisors increased its WEC Energy (WEC) stake by 9% in Q1 2026, buying an estimated $114K and bringing the position to 12,269 shares worth $1.42M. The position accounts for 0.1% of the portfolio, ranked #188.

Coastal Bridge Advisors first reported a position in WEC in Q1 2025 and has held it in 5 quarters since. 1,373 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Coastal Bridge Advisors held 12,269 shares of WEC Energy worth $1.42M as of Q1 2026.
  • Coastal Bridge Advisors bought 1,018 WEC Energy shares in Q1 2026, an estimated $114K.
  • WEC Energy made up 0.1% of Coastal Bridge Advisors's portfolio in Q1 2026, its #188 holding.
  • Coastal Bridge Advisors first reported a position in WEC Energy in Q1 2025 and has held it in 5 quarters since.
  • 1,373 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.