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DSG Capital Advisors’s WEC Energy WEC Stock Holding History

DSG Capital 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 		$327K Hold
2,827
– – 0.05% 109
2025
Q4 		$306K Hold
2,827
– – 0.05% 107
2025
Q3 		$324K Hold
2,827
– – 0.05% 108
2025
Q2 		$295K Hold
2,827
– – 0.05% 109
2025
Q1 		$308K Hold
2,827
– – 0.06% 106
2024
Q4 		$266K Buy
+2,827
New +$274K 0.05% 111

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

DSG Capital Advisors's WEC Position: Q1 2026 in Review

DSG Capital Advisors held its WEC Energy (WEC) position steady in Q1 2026 at 2,827 shares worth $327K. The position accounts for 0.05% of the portfolio, ranked #109.

DSG Capital Advisors first reported a position in WEC in Q4 2024 and has held it in 6 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • DSG Capital Advisors held 2,827 shares of WEC Energy worth $327K as of Q1 2026.
  • DSG Capital Advisors left its WEC Energy share count unchanged in Q1 2026.
  • WEC Energy made up 0.05% of DSG Capital Advisors's portfolio in Q1 2026, its #109 holding.
  • DSG Capital Advisors first reported a position in WEC Energy in Q4 2024 and has held it in 6 quarters since.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

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