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CWS Financial Advisors’s WEC Energy WEC Stock Holding History

CWS Financial 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 		$701K Buy
6,055
+404
+7% +$45.4K 0.18% 75
2025
Q4 		$596K Buy
5,651
+1,456
+35% +$161K 0.16% 83
2025
Q3 		$481K Buy
4,195
+743
+22% +$80.5K 0.13% 85
2025
Q2 		$360K Buy
3,452
+148
+4% +$15.7K 0.1% 101
2025
Q1 		$360K Buy
3,304
+11
+0.3% +$1.12K 0.11% 96
2024
Q4 		$310K Buy
3,293
+1,212
+58% +$118K 0.1% 98
2024
Q3 		$200K Buy
+2,081
New +$184K 0.07% 119
2023
Q4 		– Sell
-2,763
Closed -$223K – 176
2023
Q3 		$223K Sell
2,763
-106
-4% -$9.21K 0.09% 127
2023
Q2 		$253K Buy
2,869
+115
+4% +$10.6K 0.1% 122
2023
Q1 		$261K Buy
+2,754
New +$255K 0.1% 121
2020
Q3 		– Sell
-4,786
Closed -$419K – 130
2020
Q2 		$419K Sell
4,786
-61
-1% -$5.5K 0.3% 74
2020
Q1 		$447K Hold
4,847
– – 0.33% 72
2019
Q4 		$447K Buy
+4,847
New +$442K 0.33% 71

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

CWS Financial Advisors's WEC Position: Q1 2026 in Review

CWS Financial Advisors increased its WEC Energy (WEC) stake by 7.1% in Q1 2026, buying an estimated $45.4K and bringing the position to 6,055 shares worth $701K. The position accounts for 0.18% of the portfolio, ranked #75.

CWS Financial Advisors first reported a position in WEC in Q4 2019 and has held it in 13 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • CWS Financial Advisors held 6,055 shares of WEC Energy worth $701K as of Q1 2026.
  • CWS Financial Advisors bought 404 WEC Energy shares in Q1 2026, an estimated $45.4K.
  • WEC Energy made up 0.18% of CWS Financial Advisors's portfolio in Q1 2026, its #75 holding.
  • CWS Financial Advisors first reported a position in WEC Energy in Q4 2019 and has held it in 13 quarters since.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on CWS Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.