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Fox Hill Wealth Management’s WEC Energy WEC Stock Holding History

Fox Hill Wealth Management’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 		$2.11M Buy
18,212
+190
+1% +$21.3K 1.01% 36
2025
Q4 		$1.9M Buy
18,022
+1,042
+6% +$115K 0.88% 37
2025
Q3 		$1.95M Buy
16,980
+602
+4% +$65.3K 0.91% 35
2025
Q2 		$1.71M Buy
16,378
+450
+3% +$47.9K 0.88% 35
2025
Q1 		$1.74M Sell
15,928
-157
-1% -$16K 1.02% 34
2024
Q4 		$1.51M Buy
16,085
+161
+1% +$15.6K 0.86% 39
2024
Q3 		$1.53M Buy
15,924
+51
+0.3% +$4.52K 0.84% 40
2024
Q2 		$1.25M Buy
15,873
+709
+5% +$57.6K 0.76% 43
2024
Q1 		$1.25M Buy
15,164
+2,393
+19% +$192K 0.84% 36
2023
Q4 		$1.07M Buy
+12,771
New +$1.05M 0.82% 39

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

Fox Hill Wealth Management's WEC Position: Q1 2026 in Review

Fox Hill Wealth Management increased its WEC Energy (WEC) stake by 1.1% in Q1 2026, buying an estimated $21.3K and bringing the position to 18,212 shares worth $2.11M. The position accounts for 1.01% of the portfolio, ranked #36.

Fox Hill Wealth Management first reported a position in WEC in Q4 2023 and has held it in 10 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Fox Hill Wealth Management held 18,212 shares of WEC Energy worth $2.11M as of Q1 2026.
  • Fox Hill Wealth Management bought 190 WEC Energy shares in Q1 2026, an estimated $21.3K.
  • WEC Energy made up 1.01% of Fox Hill Wealth Management's portfolio in Q1 2026, its #36 holding.
  • Fox Hill Wealth Management first reported a position in WEC Energy in Q4 2023 and has held it in 10 quarters since.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Fox Hill Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.