Focus Partners Advisor Solutions’s WEC Energy WEC Stock Holding History

Focus Partners Advisor Solutions’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	–	Sell	-3,339	Closed	-$352K	–	1371
2025 Q4	$352K	Sell	3,339 -2,091	-39%	-$232K	﹤0.01%	837
2025 Q3	$614K	Buy	+5,430	New	+$589K	0.01%	673
2025 Q1	–	Sell	-4,680	Closed	-$440K	–	1037
2024 Q4	$440K	Buy	4,680 +1,430	+44%	+$139K	0.01%	506
2024 Q3	$313K	Buy	+3,250	New	+$288K	0.01%	563
2024 Q2	–	Sell	-2,638	Closed	-$217K	–	681
2024 Q1	$217K	Buy	+2,638	New	+$212K	0.01%	559
2022 Q1	–	Sell	-2,179	Closed	-$212K	–	354
2021 Q4	$212K	Buy	+2,179	New	+$199K	0.04%	133

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

Focus Partners Advisor Solutions's WEC Position: Q1 2026 in Review

Focus Partners Advisor Solutions sold out of WEC Energy (WEC) in Q1 2026, closing a stake of 3,339 shares — an estimated $352K sold.

Focus Partners Advisor Solutions first reported a position in WEC in Q4 2021 and held it in 6 quarters. The position peaked at $614K in Q3 2025. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Focus Partners Advisor Solutions reported no remaining WEC Energy position as of Q1 2026 after selling out during the quarter.
Focus Partners Advisor Solutions sold 3,339 WEC Energy shares in Q1 2026, an estimated $352K.
Focus Partners Advisor Solutions first reported a position in WEC Energy in Q4 2021 and held it in 6 quarters.
Focus Partners Advisor Solutions's WEC Energy position peaked at $614K in Q3 2025.
1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.