Icon Wealth Advisors’s WEC Energy WEC Stock Holding History

Icon Wealth 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	$1.64M	Buy	14,347 +915	+7%	+$103K	0.11%	127
2025 Q4	$1.42M	Buy	13,432 +2,806	+26%	+$311K	0.09%	139
2025 Q3	$1.22M	Sell	10,626 -284	-3%	-$30.8K	0.08%	159
2025 Q2	$1.14M	Sell	10,910 -54	-0.5%	-$5.75K	0.08%	156
2025 Q1	$1.19M	Buy	10,964 +135	+1%	+$13.8K	0.1%	144
2024 Q4	$1.02M	Sell	10,829 -9	-0.1%	-$873	0.08%	147
2024 Q3	$1.04M	Sell	10,838 -116	-1%	-$10.3K	0.09%	145
2024 Q2	$943K	Sell	10,954 -689	-6%	-$56K	0.08%	152
2024 Q1	$956K	Sell	11,643 -839	-7%	-$67.5K	0.09%	142
2023 Q4	$1.05M	Buy	+12,482	New	+$1.03M	0.11%	123
2022 Q4	$2.21M	Sell	23,519 -15	-0.1%	-$1.39K	0.25%	90
2022 Q3	$2.1M	Buy	+23,534	New	+$2.4M	0.26%	92

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

Icon Wealth Advisors's WEC Position: Q1 2026 in Review

Icon Wealth Advisors increased its WEC Energy (WEC) stake by 6.8% in Q1 2026, buying an estimated $103K and bringing the position to 14,347 shares worth $1.64M. The position accounts for 0.11% of the portfolio, ranked #127.

Icon Wealth Advisors first reported a position in WEC in Q3 2022 and has held it in 12 quarters since. The position peaked at $2.21M in Q4 2022. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Icon Wealth Advisors held 14,347 shares of WEC Energy worth $1.64M as of Q1 2026.
Icon Wealth Advisors bought 915 WEC Energy shares in Q1 2026, an estimated $103K.
WEC Energy made up 0.11% of Icon Wealth Advisors's portfolio in Q1 2026, its #127 holding.
Icon Wealth Advisors first reported a position in WEC Energy in Q3 2022 and has held it in 12 quarters since.
Icon Wealth Advisors's WEC Energy position peaked at $2.21M in Q4 2022.
1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

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