Greenwich Wealth Management’s WEC Energy WEC Stock Holding History

Greenwich 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	$242K	Hold	2,090	–	–	0.01%	266
2025 Q4	$220K	Buy	+2,090	New	+$231K	0.01%	264

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

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

Greenwich Wealth Management held its WEC Energy (WEC) position steady in Q1 2026 at 2,090 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #266.

Greenwich Wealth Management first reported a position in WEC in Q4 2025 and has held it in 2 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Greenwich Wealth Management held 2,090 shares of WEC Energy worth $242K as of Q1 2026.
Greenwich Wealth Management left its WEC Energy share count unchanged in Q1 2026.
WEC Energy made up 0.01% of Greenwich Wealth Management's portfolio in Q1 2026, its #266 holding.
Greenwich Wealth Management first reported a position in WEC Energy in Q4 2025 and has held it in 2 quarters since.
1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Greenwich Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.