Empower Advisory Group’s WEC Energy WEC Stock Holding History

Empower Advisory Group’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	–	Sell	-2,079	Closed	-$219K	–	551
2025 Q4	$219K	Buy	+2,079	New	+$230K	﹤0.01%	471

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

Empower Advisory Group's WEC Position: Q1 2026 in Review

Empower Advisory Group sold out of WEC Energy (WEC) in Q1 2026, closing a stake of 2,079 shares — an estimated $219K sold.

Empower Advisory Group first reported a position in WEC in Q4 2025 and held it in 1 quarter. The position peaked at $219K in Q4 2025. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Empower Advisory Group reported no remaining WEC Energy position as of Q1 2026 after selling out during the quarter.
Empower Advisory Group sold 2,079 WEC Energy shares in Q1 2026, an estimated $219K.
Empower Advisory Group first reported a position in WEC Energy in Q4 2025 and held it in 1 quarter.
Empower Advisory Group's WEC Energy position peaked at $219K in Q4 2025.
1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.