Continuum Advisory’s WEC Energy WEC Stock Holding History

Continuum Advisory’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	$279K	Sell	2,407 -152	-6%	-$17.1K	0.03%	382
2025 Q4	$270K	Buy	2,559 +31	+1%	+$3.43K	0.03%	379
2025 Q3	$290K	Sell	2,528 -355	-12%	-$38.5K	0.03%	365
2025 Q2	$300K	Sell	2,883 -1,437	-33%	-$153K	0.04%	334
2025 Q1	$471K	Sell	4,320 -294	-6%	-$30K	0.06%	238
2024 Q4	$434K	Buy	4,614 +265	+6%	+$25.7K	0.06%	261
2024 Q3	$418K	Buy	4,349 +1,711	+65%	+$152K	0.05%	270
2024 Q2	$207K	Buy	2,638 +1,297	+97%	+$105K	0.03%	368
2024 Q1	$115K	Buy	+1,341	New	+$108K	0.02%	467

Other funds holding WEC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Continuum Advisory's WEC Position: Q1 2026 in Review

Continuum Advisory reduced its WEC Energy (WEC) stake by 5.9% in Q1 2026, selling an estimated $17.1K and leaving 2,407 shares worth $279K. The position accounts for 0.03% of the portfolio, ranked #382.

Continuum Advisory first reported a position in WEC in Q1 2024 and has held it in 9 quarters since. The position peaked at $471K in Q1 2025. 1,373 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Continuum Advisory held 2,407 shares of WEC Energy worth $279K as of Q1 2026.
Continuum Advisory sold 152 WEC Energy shares in Q1 2026, an estimated $17.1K.
WEC Energy made up 0.03% of Continuum Advisory's portfolio in Q1 2026, its #382 holding.
Continuum Advisory first reported a position in WEC Energy in Q1 2024 and has held it in 9 quarters since.
Continuum Advisory's WEC Energy position peaked at $471K in Q1 2025.
1,373 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.