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Financial Consulate’s WEC Energy WEC Stock Holding History

Financial Consulate’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 		$81.9K Buy
708
+64
+10% +$7.19K 0.01% 244
2025
Q4 		$67.9K Buy
644
+32
+5% +$3.54K 0.01% 282
2025
Q3 		$70.1K Buy
+612
New +$66.3K 0.01% 277

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 Consulate's WEC Position: Q1 2026 in Review

Financial Consulate increased its WEC Energy (WEC) stake by 9.9% in Q1 2026, buying an estimated $7.19K and bringing the position to 708 shares worth $81.9K. The position accounts for 0.01% of the portfolio, ranked #244.

Financial Consulate first reported a position in WEC in Q3 2025 and has held it in 3 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Financial Consulate held 708 shares of WEC Energy worth $81.9K as of Q1 2026.
  • Financial Consulate bought 64 WEC Energy shares in Q1 2026, an estimated $7.19K.
  • WEC Energy made up 0.01% of Financial Consulate's portfolio in Q1 2026, its #244 holding.
  • Financial Consulate first reported a position in WEC Energy in Q3 2025 and has held it in 3 quarters since.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.