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Global Wealth Strategies & Associates’s WEC Energy WEC Stock Holding History

Global Wealth Strategies & Associates’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 		– Hold
0
– – – 536
2025
Q4 		– Sell
-22
Closed -$2.44K – 541
2025
Q3 		$2.54K Buy
+22
New +$2.38K ﹤0.01% 379

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

Global Wealth Strategies & Associates's WEC Position: Q1 2026 in Review

Global Wealth Strategies & Associates held its WEC Energy (WEC) position steady in Q1 2026 at 0 shares worth $36. The position accounts for ﹤0.01% of the portfolio, ranked #536.

Global Wealth Strategies & Associates first reported a position in WEC in Q3 2025 and has held it in 1 quarter since. The position peaked at $2.54K in Q3 2025. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Global Wealth Strategies & Associates held 0 shares of WEC Energy worth $36 as of Q1 2026.
  • Global Wealth Strategies & Associates left its WEC Energy share count unchanged in Q1 2026.
  • WEC Energy made up ﹤0.01% of Global Wealth Strategies & Associates's portfolio in Q1 2026, its #536 holding.
  • Global Wealth Strategies & Associates first reported a position in WEC Energy in Q3 2025 and has held it in 1 quarter since.
  • Global Wealth Strategies & Associates's WEC Energy position peaked at $2.54K in Q3 2025.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2026, filed 3 Apr 2026.