Financial Engines Advisors
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Financial Engines Advisors’s WEC Energy WEC Stock Holding History

Financial Engines 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 		$259K Sell
2,233
-877
-28% -$98.5K ﹤0.01% 486
2025
Q4 		$328K Buy
+3,110
New +$344K ﹤0.01% 451

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 Engines Advisors's WEC Position: Q1 2026 in Review

Financial Engines Advisors reduced its WEC Energy (WEC) stake by 28% in Q1 2026, selling an estimated $98.5K and leaving 2,233 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

Financial Engines Advisors first reported a position in WEC in Q4 2025 and has held it in 2 quarters since. The position peaked at $328K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Financial Engines Advisors held 2,233 shares of WEC Energy worth $259K as of Q1 2026.
  • Financial Engines Advisors sold 877 WEC Energy shares in Q1 2026, an estimated $98.5K.
  • WEC Energy made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #486 holding.
  • Financial Engines Advisors first reported a position in WEC Energy in Q4 2025 and has held it in 2 quarters since.
  • Financial Engines Advisors's WEC Energy position peaked at $328K in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.