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Gibbs Wealth Management’s WEC Energy WEC Stock Holding History

Gibbs 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 		$531K Buy
4,589
+1,606
+54% +$180K 0.07% 279
2025
Q4 		$312K Sell
2,983
-258
-8% -$28.6K 0.08% 267
2025
Q3 		$371K Sell
3,241
-729
-18% -$79K 0.08% 246
2025
Q2 		$414K Buy
3,970
+693
+21% +$73.7K 0.08% 253
2025
Q1 		$357K Buy
3,277
+716
+28% +$73.1K 0.09% 227
2024
Q4 		$241K Buy
+2,561
New +$248K 0.07% 260

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

Gibbs Wealth Management's WEC Position: Q1 2026 in Review

Gibbs Wealth Management increased its WEC Energy (WEC) stake by 54% in Q1 2026, buying an estimated $180K and bringing the position to 4,589 shares worth $531K. The position accounts for 0.07% of the portfolio, ranked #279.

Gibbs Wealth Management first reported a position in WEC in Q4 2024 and has held it in 6 quarters since. 1,379 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Gibbs Wealth Management held 4,589 shares of WEC Energy worth $531K as of Q1 2026.
  • Gibbs Wealth Management bought 1,606 WEC Energy shares in Q1 2026, an estimated $180K.
  • WEC Energy made up 0.07% of Gibbs Wealth Management's portfolio in Q1 2026, its #279 holding.
  • Gibbs Wealth Management first reported a position in WEC Energy in Q4 2024 and has held it in 6 quarters since.
  • 1,379 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

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