Financial Network Wealth Advisors’s WEC Energy WEC Stock Holding History

Financial Network Wealth 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	$133K	Sell	1,150 -78	-6%	-$8.76K	0.14%	131
2025 Q4	$129K	Sell	1,228 -41	-3%	-$4.54K	0.13%	133
2025 Q3	$145K	Buy	1,269 +81	+7%	+$8.78K	0.16%	121
2025 Q2	$124K	Buy	1,188 +33	+3%	+$3.51K	0.15%	133
2025 Q1	$126K	Buy	1,155 +526	+84%	+$53.7K	0.17%	116
2024 Q4	$59.2K	Sell	629 -886	-58%	-$85.9K	0.11%	163
2024 Q3	$146K	Sell	1,515 -161	-10%	-$14.3K	0.12%	146
2024 Q2	$133K	Buy	+1,676	New	+$136K	0.1%	178

Other funds holding WEC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Financial Network Wealth Advisors reduced its WEC Energy (WEC) stake by 6.4% in Q1 2026, selling an estimated $8.76K and leaving 1,150 shares worth $133K. The position accounts for 0.14% of the portfolio, ranked #131.

Financial Network Wealth Advisors first reported a position in WEC in Q2 2024 and has held it in 8 quarters since. The position peaked at $146K in Q3 2024. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Financial Network Wealth Advisors held 1,150 shares of WEC Energy worth $133K as of Q1 2026.
Financial Network Wealth Advisors sold 78 WEC Energy shares in Q1 2026, an estimated $8.76K.
WEC Energy made up 0.14% of Financial Network Wealth Advisors's portfolio in Q1 2026, its #131 holding.
Financial Network Wealth Advisors first reported a position in WEC Energy in Q2 2024 and has held it in 8 quarters since.
Financial Network Wealth Advisors's WEC Energy position peaked at $146K in Q3 2024.
1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

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