Creative Financial Designs’s WEC Energy WEC Stock Holding History

Creative Financial Designs’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	$189K	Buy	1,633 +431	+36%	+$48.4K	0.01%	530
2025 Q4	$127K	Buy	1,202 +55	+5%	+$6.09K	0.01%	599
2025 Q3	$131K	Buy	1,147 +77	+7%	+$8.35K	0.01%	570
2025 Q2	$111K	Buy	1,070 +174	+19%	+$18.5K	0.01%	641
2025 Q1	$97.6K	Buy	896 +890	+14,833%	+$90.9K	0.01%	628
2024 Q4	$564	Hold	6	–	–	﹤0.01%	1732
2024 Q3	$577	Hold	6	–	–	﹤0.01%	1619
2024 Q2	$471	Hold	6	–	–	﹤0.01%	1581
2024 Q1	$493	Buy	+6	New	+$483	﹤0.01%	1592
2021 Q4	–	Sell	-69	Closed	-$6K	–	1459
2021 Q3	$6K	Hold	69	–	–	﹤0.01%	1135
2021 Q2	$6K	Hold	69	–	–	﹤0.01%	1146
2021 Q1	$6K	Hold	69	–	–	﹤0.01%	1037
2020 Q4	$6K	Hold	69	–	–	﹤0.01%	963
2020 Q3	$7K	Hold	69	–	–	﹤0.01%	880
2020 Q2	$6K	Buy	+69	New	+$6.22K	﹤0.01%	856
2019 Q4	–	Sell	-51	Closed	-$5K	–	646
2019 Q3	$5K	Buy	+51	New	+$4.59K	﹤0.01%	481
2019 Q2	–	Sell	-3	Closed	–	–	605
2019 Q1	$0	Buy	+3	New	+$223	﹤0.01%	655
2017 Q1	–	Sell	-101	Closed	-$6K	–	864
2016 Q4	$6K	Buy	+101	New	+$5.79K	﹤0.01%	460

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

Creative Financial Designs's WEC Position: Q1 2026 in Review

Creative Financial Designs increased its WEC Energy (WEC) stake by 36% in Q1 2026, buying an estimated $48.4K and bringing the position to 1,633 shares worth $189K. The position accounts for 0.01% of the portfolio, ranked #530.

Creative Financial Designs first reported a position in WEC in Q4 2016 and has held it in 18 quarters since. 1,372 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Creative Financial Designs held 1,633 shares of WEC Energy worth $189K as of Q1 2026.
Creative Financial Designs bought 431 WEC Energy shares in Q1 2026, an estimated $48.4K.
WEC Energy made up 0.01% of Creative Financial Designs's portfolio in Q1 2026, its #530 holding.
Creative Financial Designs first reported a position in WEC Energy in Q4 2016 and has held it in 18 quarters since.
1,372 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.