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Fiduciary Alliance’s WEC Energy WEC Stock Holding History

Fiduciary Alliance’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 		$1.56M Sell
13,589
-209
-2% -$23.5K 0.09% 212
2025
Q4 		$1.46M Hold
13,798
– – 0.1% 200
2025
Q3 		$1.58M Sell
13,798
-764
-5% -$82.8K 0.11% 182
2025
Q2 		$1.52M Buy
14,562
+5,140
+55% +$547K 0.11% 174
2025
Q1 		$1.03M Buy
+9,422
New +$962K 0.1% 163
2023
Q3 		– Sell
-700
Closed -$61.8K – 944
2023
Q2 		$61.8K Buy
+700
New +$64.7K 0.01% 281

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

Fiduciary Alliance's WEC Position: Q1 2026 in Review

Fiduciary Alliance reduced its WEC Energy (WEC) stake by 1.5% in Q1 2026, selling an estimated $23.5K and leaving 13,589 shares worth $1.56M. The position accounts for 0.09% of the portfolio, ranked #212.

Fiduciary Alliance first reported a position in WEC in Q2 2023 and has held it in 6 quarters since. The position peaked at $1.58M in Q3 2025. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Fiduciary Alliance held 13,589 shares of WEC Energy worth $1.56M as of Q1 2026.
  • Fiduciary Alliance sold 209 WEC Energy shares in Q1 2026, an estimated $23.5K.
  • WEC Energy made up 0.09% of Fiduciary Alliance's portfolio in Q1 2026, its #212 holding.
  • Fiduciary Alliance first reported a position in WEC Energy in Q2 2023 and has held it in 6 quarters since.
  • Fiduciary Alliance's WEC Energy position peaked at $1.58M in Q3 2025.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.