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ERTS Wealth Advisors’s WEC Energy WEC Stock Holding History

ERTS Wealth 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 		$354K Hold
3,059
– – 0.11% 24
2025
Q4 		$323K Hold
3,059
– – 0.1% 27
2025
Q3 		$351K Hold
3,059
– – 0.11% 26
2025
Q2 		$319K Buy
+3,059
New +$325K 0.11% 24
2019
Q1 		– Sell
-440
Closed -$30K – 301
2018
Q4 		$30K Buy
+440
New +$30.9K 0.02% 193

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

ERTS Wealth Advisors's WEC Position: Q1 2026 in Review

ERTS Wealth Advisors held its WEC Energy (WEC) position steady in Q1 2026 at 3,059 shares worth $354K. The position accounts for 0.11% of the portfolio, ranked #24.

ERTS Wealth Advisors first reported a position in WEC in Q4 2018 and has held it in 5 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • ERTS Wealth Advisors held 3,059 shares of WEC Energy worth $354K as of Q1 2026.
  • ERTS Wealth Advisors left its WEC Energy share count unchanged in Q1 2026.
  • WEC Energy made up 0.11% of ERTS Wealth Advisors's portfolio in Q1 2026, its #24 holding.
  • ERTS Wealth Advisors first reported a position in WEC Energy in Q4 2018 and has held it in 5 quarters since.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on ERTS Wealth Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.