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Golden State Equity Partners’s WEC Energy WEC Stock Holding History

Golden State Equity 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 		$845K Buy
7,296
+3,895
+115% +$438K 0.06% 323
2025
Q4 		$359K Sell
3,401
-328
-9% -$36.3K 0.06% 354
2025
Q3 		$427K Buy
3,729
+53
+1% +$5.75K 0.07% 288
2025
Q2 		$383K Buy
3,676
+224
+6% +$23.8K 0.07% 290
2025
Q1 		$376K Sell
3,452
-438
-11% -$44.7K 0.07% 302
2024
Q4 		$366K Buy
3,890
+3,148
+424% +$305K 0.07% 295
2024
Q3 		$71.4K Sell
742
-3,813
-84% -$338K 0.04% 332
2024
Q2 		$357K Buy
+4,555
New +$370K 0.07% 285
2023
Q4 		$444K Buy
5,272
+1,181
+29% +$97.3K 0.11% 208
2023
Q3 		$330K Buy
4,091
+281
+7% +$24.4K 0.09% 235
2023
Q2 		$336K Buy
+3,810
New +$352K 0.09% 240

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

Golden State Equity Partners's WEC Position: Q1 2026 in Review

Golden State Equity Partners increased its WEC Energy (WEC) stake by 115% in Q1 2026, buying an estimated $438K and bringing the position to 7,296 shares worth $845K. The position accounts for 0.06% of the portfolio, ranked #323.

Golden State Equity Partners first reported a position in WEC in Q2 2023 and has held it in 11 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Golden State Equity Partners held 7,296 shares of WEC Energy worth $845K as of Q1 2026.
  • Golden State Equity Partners bought 3,895 WEC Energy shares in Q1 2026, an estimated $438K.
  • WEC Energy made up 0.06% of Golden State Equity Partners's portfolio in Q1 2026, its #323 holding.
  • Golden State Equity Partners first reported a position in WEC Energy in Q2 2023 and has held it in 11 quarters since.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.