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Garton & Associates Financial Advisors’s WEC Energy WEC Stock Holding History

Garton & Associates Financial 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 		– Sell
-41
Closed -$4.34K – 698
2025
Q4 		$4.34K Buy
+41
New +$4.54K ﹤0.01% 1018

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Garton & Associates Financial Advisors's WEC Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of WEC Energy (WEC) in Q1 2026, closing a stake of 41 shares — an estimated $4.34K sold.

Garton & Associates Financial Advisors first reported a position in WEC in Q4 2025 and held it in 1 quarter. The position peaked at $4.34K in Q4 2025. 1,379 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining WEC Energy position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 41 WEC Energy shares in Q1 2026, an estimated $4.34K.
  • Garton & Associates Financial Advisors first reported a position in WEC Energy in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's WEC Energy position peaked at $4.34K in Q4 2025.
  • 1,379 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.