Corient Private Wealth
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Corient Private Wealth’s WEC Energy WEC Stock Holding History

Corient Private Wealth’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 		$13M Sell
112,886
-402,392
-78% -$45.2M 0.02% 527
2025
Q4 		$44.8M Buy
515,278
+298,795
+138% +$33.1M 0.03% 385
2025
Q3 		$24.8M Sell
216,483
-10,430
-5% -$1.13M 0.04% 351
2025
Q2 		$23.6M Sell
226,913
-969
-0.4% -$103K 0.03% 361
2025
Q1 		$24.8M Sell
227,882
-9,365
-4% -$956K 0.04% 354
2024
Q4 		$22.3M Sell
237,247
-24,594
-9% -$2.38M 0.04% 375
2024
Q3 		$25.2M Buy
261,841
+13,011
+5% +$1.15M 0.04% 381
2024
Q2 		$19.5M Sell
248,830
-4,744
-2% -$385K 0.03% 387
2024
Q1 		$20.8M Sell
253,574
-9,204
-4% -$740K 0.04% 383
2023
Q4 		$22.1M Buy
262,778
+133,931
+104% +$11M 0.04% 370
2023
Q3 		$10.4M Sell
128,847
-6,380
-5% -$554K 0.02% 470
2023
Q2 		$11.9M Sell
135,227
-6,035
-4% -$558K 0.03% 444
2023
Q1 		$13.4M Buy
141,262
+15,813
+13% +$1.46M 0.04% 385
2022
Q4 		$11.8M Buy
+125,449
New +$11.6M 0.04% 342

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

Corient Private Wealth's WEC Position: Q1 2026 in Review

Corient Private Wealth reduced its WEC Energy (WEC) stake by 78% in Q1 2026, selling an estimated $45.2M and leaving 112,886 shares worth $13M. The position accounts for 0.02% of the portfolio, ranked #527.

Corient Private Wealth first reported a position in WEC in Q4 2022 and has held it in 14 quarters since. The position peaked at $44.8M in Q4 2025. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Corient Private Wealth held 112,886 shares of WEC Energy worth $13M as of Q1 2026.
  • Corient Private Wealth sold 402,392 WEC Energy shares in Q1 2026, an estimated $45.2M.
  • WEC Energy made up 0.02% of Corient Private Wealth's portfolio in Q1 2026, its #527 holding.
  • Corient Private Wealth first reported a position in WEC Energy in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's WEC Energy position peaked at $44.8M in Q4 2025.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.