First Foundation Advisors’s WEC Energy WEC Stock Holding History

First Foundation 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	$280K	Sell	2,415 -38	-2%	-$4.27K	0.01%	295
2025 Q4	$259K	Sell	2,453 -245	-9%	-$27.1K	0.01%	297
2025 Q3	$309K	Sell	2,698 -4	-0.1%	-$434	0.01%	272
2025 Q2	$282K	Sell	2,702 -597	-18%	-$63.5K	0.01%	293
2025 Q1	$360K	Sell	3,299 -242	-7%	-$24.7K	0.01%	252
2024 Q4	$333K	Sell	3,541 -41	-1%	-$3.98K	0.01%	269
2024 Q3	$345K	Buy	3,582 +2	+0.1%	+$177	0.01%	266
2024 Q2	$281K	Buy	3,580 +210	+6%	+$17.1K	0.01%	287
2024 Q1	$277K	Sell	3,370 -99	-3%	-$7.96K	0.01%	293
2023 Q4	$292K	Sell	3,469 -486	-12%	-$40K	0.01%	292
2023 Q3	$319K	Buy	+3,955	New	+$344K	0.01%	317

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

First Foundation Advisors's WEC Position: Q1 2026 in Review

First Foundation Advisors reduced its WEC Energy (WEC) stake by 1.5% in Q1 2026, selling an estimated $4.27K and leaving 2,415 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #295.

First Foundation Advisors first reported a position in WEC in Q3 2023 and has held it in 11 quarters since. The position peaked at $360K in Q1 2025. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

First Foundation Advisors held 2,415 shares of WEC Energy worth $280K as of Q1 2026.
First Foundation Advisors sold 38 WEC Energy shares in Q1 2026, an estimated $4.27K.
WEC Energy made up 0.01% of First Foundation Advisors's portfolio in Q1 2026, its #295 holding.
First Foundation Advisors first reported a position in WEC Energy in Q3 2023 and has held it in 11 quarters since.
First Foundation Advisors's WEC Energy position peaked at $360K in Q1 2025.
1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.