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Financial Advisors Network’s WEC Energy WEC Stock Holding History

Financial Advisors Network’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 		$627K Buy
5,416
+419
+8% +$47.1K 0.09% 97
2025
Q4 		$527K Buy
4,997
+127
+3% +$14.1K 0.07% 110
2025
Q3 		$558K Buy
4,870
+182
+4% +$19.7K 0.08% 104
2025
Q2 		$488K Buy
4,688
+136
+3% +$14.5K 0.07% 109
2025
Q1 		$496K Buy
4,552
+196
+4% +$20K 0.08% 102
2024
Q4 		$410K Buy
+4,356
New +$422K 0.07% 121
2023
Q4 		$357K Buy
4,246
+46
+1% +$3.79K 0.07% 115
2023
Q3 		$338K Buy
+4,200
New +$365K 0.08% 109
2022
Q4 		$313K Buy
3,333
+720
+28% +$66.5K 0.08% 94
2022
Q3 		$234K Buy
2,613
+255
+11% +$26K 0.07% 100
2022
Q2 		$237K Buy
+2,358
New +$239K 0.07% 104
2020
Q1 		– Sell
-2,339
Closed -$216K – 126
2019
Q4 		$216K Sell
2,339
-242
-9% -$22.1K 0.1% 103
2019
Q3 		$245K Buy
2,581
+125
+5% +$11.3K 0.13% 96
2019
Q2 		$217K Buy
+2,456
New +$197K 0.12% 99
2017
Q3 		– Sell
-3,644
Closed -$224K – 93
2017
Q2 		$224K Sell
3,644
-68
-2% -$4.2K 0.19% 87
2017
Q1 		$226K Sell
3,712
-193
-5% -$11.4K 0.2% 87
2016
Q4 		$227K Buy
+3,905
New +$224K 0.19% 85

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

Financial Advisors Network's WEC Position: Q1 2026 in Review

Financial Advisors Network increased its WEC Energy (WEC) stake by 8.4% in Q1 2026, buying an estimated $47.1K and bringing the position to 5,416 shares worth $627K. The position accounts for 0.09% of the portfolio, ranked #97.

Financial Advisors Network first reported a position in WEC in Q4 2016 and has held it in 17 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Financial Advisors Network held 5,416 shares of WEC Energy worth $627K as of Q1 2026.
  • Financial Advisors Network bought 419 WEC Energy shares in Q1 2026, an estimated $47.1K.
  • WEC Energy made up 0.09% of Financial Advisors Network's portfolio in Q1 2026, its #97 holding.
  • Financial Advisors Network first reported a position in WEC Energy in Q4 2016 and has held it in 17 quarters since.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Financial Advisors Network's 13F filing for Q1 2026, filed 15 May 2026.