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Essex Financial Services’s WEC Energy WEC Stock Holding History

Essex Financial Services’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 		$313K Sell
2,703
-33
-1% -$3.71K 0.02% 600
2025
Q4 		$289K Buy
2,736
+739
+37% +$81.8K 0.02% 614
2025
Q3 		$229K Sell
1,997
-366
-15% -$39.7K 0.01% 664
2025
Q2 		$246K Buy
2,363
+296
+14% +$31.5K 0.02% 604
2025
Q1 		$225K Sell
2,067
-78
-4% -$7.97K 0.02% 572
2024
Q4 		$202K Buy
+2,145
New +$208K 0.01% 608
2017
Q1 		– Sell
-3,578
Closed -$210K – 341
2016
Q4 		$210K Hold
3,578
– – 0.05% 303
2016
Q3 		$214K Hold
3,578
– – 0.05% 281
2016
Q2 		$234K Hold
3,578
– – 0.06% 264
2016
Q1 		$215K Sell
3,578
-169
-5% -$9.46K 0.05% 276
2015
Q4 		$221K Sell
3,747
-558
-13% -$28.5K 0.05% 282
2015
Q3 		$225K Sell
4,305
-282
-6% -$13.7K 0.06% 282
2015
Q2 		$206K Buy
+4,587
New +$220K 0.05% 303

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

Essex Financial Services's WEC Position: Q1 2026 in Review

Essex Financial Services reduced its WEC Energy (WEC) stake by 1.2% in Q1 2026, selling an estimated $3.71K and leaving 2,703 shares worth $313K. The position accounts for 0.02% of the portfolio, ranked #600.

Essex Financial Services first reported a position in WEC in Q2 2015 and has held it in 13 quarters since. 1,373 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Essex Financial Services held 2,703 shares of WEC Energy worth $313K as of Q1 2026.
  • Essex Financial Services sold 33 WEC Energy shares in Q1 2026, an estimated $3.71K.
  • WEC Energy made up 0.02% of Essex Financial Services's portfolio in Q1 2026, its #600 holding.
  • Essex Financial Services first reported a position in WEC Energy in Q2 2015 and has held it in 13 quarters since.
  • 1,373 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.