Gen-Wealth Partners’s WEC Energy WEC Stock Holding History

Gen-Wealth Partners’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	$26.7K	Buy	231 +6	+3%	+$674	0.01%	446
2025 Q4	$23.7K	Hold	225	–	–	0.01%	459
2025 Q3	$25.8K	Hold	225	–	–	0.01%	444
2025 Q2	$23.4K	Hold	225	–	–	0.01%	401
2025 Q1	$24.5K	Sell	225 -58	-20%	-$5.92K	0.01%	393
2024 Q4	$26.6K	Sell	283 -146	-34%	-$14.2K	0.01%	411
2024 Q3	$41.2K	Sell	429 -115	-21%	-$10.2K	0.02%	390
2024 Q2	$42.7K	Buy	544 +10	+2%	+$812	0.02%	382
2024 Q1	$43.9K	Buy	+534	New	+$42.9K	0.02%	382

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

Gen-Wealth Partners's WEC Position: Q1 2026 in Review

Gen-Wealth Partners increased its WEC Energy (WEC) stake by 2.7% in Q1 2026, buying an estimated $674 and bringing the position to 231 shares worth $26.7K. The position accounts for 0.01% of the portfolio, ranked #446.

Gen-Wealth Partners first reported a position in WEC in Q1 2024 and has held it in 9 quarters since. The position peaked at $43.9K in Q1 2024. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Gen-Wealth Partners held 231 shares of WEC Energy worth $26.7K as of Q1 2026.
Gen-Wealth Partners bought 6 WEC Energy shares in Q1 2026, an estimated $674.
WEC Energy made up 0.01% of Gen-Wealth Partners's portfolio in Q1 2026, its #446 holding.
Gen-Wealth Partners first reported a position in WEC Energy in Q1 2024 and has held it in 9 quarters since.
Gen-Wealth Partners's WEC Energy position peaked at $43.9K in Q1 2024.
1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.