Glen Eagle Advisors’s WEC Energy WEC Stock Holding History

Glen Eagle 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	-40	Closed	-$4.22K	–	1067
2025 Q4	$4.22K	Hold	40	–	–	﹤0.01%	795
2025 Q3	$4.58K	Hold	40	–	–	﹤0.01%	794
2025 Q2	$4.17K	Hold	40	–	–	﹤0.01%	759
2025 Q1	$4.36K	Hold	40	–	–	﹤0.01%	749
2024 Q4	$3.76K	Hold	40	–	–	﹤0.01%	779
2024 Q3	$3.85K	Sell	40 -17	-30%	-$1.51K	﹤0.01%	810
2024 Q2	$4.47K	Sell	57 -47	-45%	-$3.82K	﹤0.01%	768
2024 Q1	$8.54K	Buy	104 +87	+512%	+$7K	﹤0.01%	688
2023 Q4	$1.43K	Hold	17	–	–	﹤0.01%	902
2023 Q3	$1.37K	Hold	17	–	–	﹤0.01%	905
2023 Q2	$1.5K	Hold	17	–	–	﹤0.01%	904
2023 Q1	$1.61K	Hold	17	–	–	﹤0.01%	888
2022 Q4	$1.59K	Hold	17	–	–	﹤0.01%	926
2022 Q3	$1.52K	Hold	17	–	–	﹤0.01%	912
2022 Q2	$1.71K	Hold	17	–	–	﹤0.01%	851
2022 Q1	$1.7K	Hold	17	–	–	﹤0.01%	823
2021 Q4	$1.65K	Hold	17	–	–	﹤0.01%	828
2021 Q3	$1.5K	Hold	17	–	–	﹤0.01%	961
2021 Q2	$1.51K	Hold	17	–	–	﹤0.01%	950
2021 Q1	$1.59K	Hold	17	–	–	﹤0.01%	905
2020 Q4	$1.56K	Hold	17	–	–	﹤0.01%	872
2020 Q3	$1.65K	Hold	17	–	–	﹤0.01%	811
2020 Q2	$1.49K	Hold	17	–	–	﹤0.01%	780
2020 Q1	$1.5K	Hold	17	–	–	﹤0.01%	727
2019 Q4	$1.57K	Buy	+17	New	+$1.55K	﹤0.01%	801

Other funds holding WEC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Glen Eagle Advisors's WEC Position: Q1 2026 in Review

Glen Eagle Advisors sold out of WEC Energy (WEC) in Q1 2026, closing a stake of 40 shares — an estimated $4.22K sold.

Glen Eagle Advisors first reported a position in WEC in Q4 2019 and held it in 25 quarters. The position peaked at $8.54K in Q1 2024. 1,382 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Glen Eagle Advisors reported no remaining WEC Energy position as of Q1 2026 after selling out during the quarter.
Glen Eagle Advisors sold 40 WEC Energy shares in Q1 2026, an estimated $4.22K.
Glen Eagle Advisors first reported a position in WEC Energy in Q4 2019 and held it in 25 quarters.
Glen Eagle Advisors's WEC Energy position peaked at $8.54K in Q1 2024.
1,382 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Glen Eagle Advisors's 13F filing for Q1 2026, filed 15 May 2026.