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IAG Wealth Partners’s WEC Energy WEC Stock Holding History

IAG Wealth 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 		$1.53M Buy
13,191
+3,044
+30% +$342K 0.17% 63
2025
Q4 		$1.07M Sell
10,147
-533
-5% -$59K 0.12% 70
2025
Q3 		$1.22M Buy
10,680
+4,606
+76% +$499K 0.15% 66
2025
Q2 		$633K Buy
6,074
+2
+0% +$213 0.08% 77
2025
Q1 		$662K Buy
6,072
+179
+3% +$18.3K 0.1% 69
2024
Q4 		$554K Buy
5,893
+1,004
+21% +$97.3K 0.1% 66
2024
Q3 		$470K Buy
4,889
+182
+4% +$16.1K 0.09% 70
2024
Q2 		$369K Sell
4,707
-2,442
-34% -$198K 0.07% 74
2024
Q1 		$587K Buy
7,149
+3,207
+81% +$258K 0.13% 57
2023
Q4 		$332K Sell
3,942
-632
-14% -$52K 0.08% 67
2023
Q3 		$368K Buy
4,574
+776
+20% +$67.4K 0.1% 58
2023
Q2 		$335K Buy
3,798
+278
+8% +$25.7K 0.09% 65
2023
Q1 		$334K Sell
3,520
-86
-2% -$7.96K 0.09% 57
2022
Q4 		$338K Buy
3,606
+1,574
+77% +$145K 0.1% 56
2022
Q3 		$182K Hold
2,032
– – 0.06% 62
2022
Q2 		$205K Sell
2,032
-1
-0% -$101 0.07% 65
2022
Q1 		$203K Sell
2,033
-113
-5% -$10.7K 0.06% 65
2021
Q4 		$208K Buy
2,146
+223
+12% +$20.4K 0.07% 60
2021
Q3 		$170K Sell
1,923
-55
-3% -$5.16K 0.06% 57
2021
Q2 		$176K Hold
1,978
– – 0.06% 52
2021
Q1 		$186K Sell
1,978
-90
-4% -$7.85K 0.07% 53
2020
Q4 		$191K Hold
2,068
– – 0.08% 55
2020
Q3 		$201K Buy
2,068
+249
+14% +$23.2K 0.09% 52
2020
Q2 		$160K Hold
1,819
– – 0.08% 55
2020
Q1 		$161K Hold
1,819
– – 0.11% 51
2019
Q4 		$168K Buy
+1,819
New +$166K 0.11% 48

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

IAG Wealth Partners's WEC Position: Q1 2026 in Review

IAG Wealth Partners increased its WEC Energy (WEC) stake by 30% in Q1 2026, buying an estimated $342K and bringing the position to 13,191 shares worth $1.53M. The position accounts for 0.17% of the portfolio, ranked #63.

IAG Wealth Partners first reported a position in WEC in Q4 2019 and has held it in 26 quarters since. 1,373 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • IAG Wealth Partners held 13,191 shares of WEC Energy worth $1.53M as of Q1 2026.
  • IAG Wealth Partners bought 3,044 WEC Energy shares in Q1 2026, an estimated $342K.
  • WEC Energy made up 0.17% of IAG Wealth Partners's portfolio in Q1 2026, its #63 holding.
  • IAG Wealth Partners first reported a position in WEC Energy in Q4 2019 and has held it in 26 quarters since.
  • 1,373 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.