DWM
WEC icon

Defined Wealth Management’s WEC Energy WEC Stock Holding History

Defined Wealth Management’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 		$344K Buy
2,971
+3
+0.1% +$337 0.2% 86
2025
Q4 		$313K Buy
2,968
+1,063
+56% +$118K 0.18% 91
2025
Q3 		$218K Buy
+1,905
New +$206K 0.13% 104
2025
Q2 		– Sell
-1,902
Closed -$207K – 111
2025
Q1 		$207K Buy
+1,902
New +$194K 0.14% 105

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

Defined Wealth Management's WEC Position: Q1 2026 in Review

Defined Wealth Management increased its WEC Energy (WEC) stake by 0.1% in Q1 2026, buying an estimated $337 and bringing the position to 2,971 shares worth $344K. The position accounts for 0.2% of the portfolio, ranked #86.

Defined Wealth Management first reported a position in WEC in Q1 2025 and has held it in 4 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Defined Wealth Management held 2,971 shares of WEC Energy worth $344K as of Q1 2026.
  • Defined Wealth Management bought 3 WEC Energy shares in Q1 2026, an estimated $337.
  • WEC Energy made up 0.2% of Defined Wealth Management's portfolio in Q1 2026, its #86 holding.
  • Defined Wealth Management first reported a position in WEC Energy in Q1 2025 and has held it in 4 quarters since.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Defined Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.