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Covestor’s WEC Energy WEC Stock Holding History

Covestor’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 		$17K Sell
144
-72
-33% -$8.09K 0.01% 1184
2025
Q4 		$23K Sell
216
-80
-27% -$8.86K 0.01% 1239
2025
Q3 		$34K Buy
296
+52
+21% +$5.64K 0.02% 1075
2025
Q2 		$25K Buy
244
+4
+2% +$426 0.01% 1175
2025
Q1 		$26K Buy
240
+42
+21% +$4.29K 0.02% 1112
2024
Q4 		$19K Sell
198
-113
-36% -$11K 0.01% 1233
2024
Q3 		$30K Sell
311
-3
-1% -$266 0.02% 1070
2024
Q2 		$25K Buy
314
+123
+64% +$9.99K 0.02% 1128
2024
Q1 		$16K Sell
191
-5
-3% -$402 0.01% 1302
2023
Q4 		$17K Sell
196
-8
-4% -$659 0.01% 1266
2023
Q3 		$16K Sell
204
-10
-5% -$869 0.01% 1214
2023
Q2 		$19K Sell
214
-3
-1% -$277 0.01% 1173
2023
Q1 		$21K Buy
217
+19
+10% +$1.76K 0.02% 997
2022
Q4 		$19K Sell
198
-9
-4% -$832 0.02% 1055
2022
Q3 		$19K Sell
207
-575
-74% -$58.7K 0.02% 1015
2022
Q2 		$79K Sell
782
-393
-33% -$39.8K 0.06% 538
2022
Q1 		$117K Buy
1,175
+531
+82% +$50.1K 0.08% 410
2021
Q4 		$63K Buy
+644
New +$58.9K 0.09% 404

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

Covestor's WEC Position: Q1 2026 in Review

Covestor reduced its WEC Energy (WEC) stake by 33% in Q1 2026, selling an estimated $8.09K and leaving 144 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #1184.

Covestor first reported a position in WEC in Q4 2021 and has held it in 18 quarters since. The position peaked at $117K in Q1 2022. 1,372 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Covestor held 144 shares of WEC Energy worth $17K as of Q1 2026.
  • Covestor sold 72 WEC Energy shares in Q1 2026, an estimated $8.09K.
  • WEC Energy made up 0.01% of Covestor's portfolio in Q1 2026, its #1184 holding.
  • Covestor first reported a position in WEC Energy in Q4 2021 and has held it in 18 quarters since.
  • Covestor's WEC Energy position peaked at $117K in Q1 2022.
  • 1,372 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.