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Heck Capital Advisors’s WEC Energy WEC Stock Holding History

Heck Capital 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
-8,896
Closed -$938K – 233
2025
Q4 		$938K Buy
+8,896
New +$985K 0.07% 113
2025
Q1 		– Sell
-12,107
Closed -$1.14M – 790
2024
Q4 		$1.14M Buy
+12,107
New +$1.17M 0.05% 133

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

Heck Capital Advisors's WEC Position: Q1 2026 in Review

Heck Capital Advisors sold out of WEC Energy (WEC) in Q1 2026, closing a stake of 8,896 shares — an estimated $938K sold.

Heck Capital Advisors first reported a position in WEC in Q4 2024 and held it in 2 quarters. The position peaked at $1.14M in Q4 2024. 1,382 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Heck Capital Advisors reported no remaining WEC Energy position as of Q1 2026 after selling out during the quarter.
  • Heck Capital Advisors sold 8,896 WEC Energy shares in Q1 2026, an estimated $938K.
  • Heck Capital Advisors first reported a position in WEC Energy in Q4 2024 and held it in 2 quarters.
  • Heck Capital Advisors's WEC Energy position peaked at $1.14M in Q4 2024.
  • 1,382 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Heck Capital Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.