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ICW Investment Advisors’s WEC Energy WEC Stock Holding History

ICW Investment 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 		$1.77M Buy
15,286
+678
+5% +$76.2K 0.64% 58
2025
Q4 		$1.54M Buy
14,608
+141
+1% +$15.6K 0.56% 71
2025
Q3 		$1.66M Buy
14,467
+737
+5% +$79.9K 0.6% 63
2025
Q2 		$1.43M Buy
13,730
+237
+2% +$25.2K 0.57% 70
2025
Q1 		$1.47M Buy
13,493
+16
+0.1% +$1.63K 0.6% 71
2024
Q4 		$1.27M Buy
13,477
+255
+2% +$24.7K 0.53% 75
2024
Q3 		$1.27M Buy
13,222
+182
+1% +$16.1K 0.53% 80
2024
Q2 		$1.02M Sell
13,040
-266
-2% -$21.6K 0.46% 85
2024
Q1 		$1.09M Buy
13,306
+320
+2% +$25.7K 0.49% 82
2023
Q4 		$1.09M Buy
12,986
+425
+3% +$35K 0.53% 77
2023
Q3 		$1.01M Buy
12,561
+815
+7% +$70.8K 0.54% 74
2023
Q2 		$1.04M Buy
11,746
+363
+3% +$33.5K 0.56% 75
2023
Q1 		$1.08M Buy
11,383
+545
+5% +$50.5K 0.61% 69
2022
Q4 		$1.02M Buy
10,838
+67
+0.6% +$6.19K 0.61% 68
2022
Q3 		$963K Buy
10,771
+65
+0.6% +$6.64K 0.65% 65
2022
Q2 		$1.08M Buy
10,706
+39
+0.4% +$3.95K 0.69% 62
2022
Q1 		$1.06M Buy
10,667
+150
+1% +$14.2K 0.61% 69
2021
Q4 		$1.02M Buy
10,517
+592
+6% +$54.1K 0.57% 70
2021
Q3 		$875K Buy
9,925
+155
+2% +$14.5K 0.56% 71
2021
Q2 		$869K Buy
9,770
+231
+2% +$21.8K 0.57% 73
2021
Q1 		$893K Buy
9,539
+653
+7% +$56.9K 0.61% 69
2020
Q4 		$805K Sell
8,886
-247
-3% -$24K 0.58% 70
2020
Q3 		$885K Buy
9,133
+218
+2% +$20.3K 0.66% 61
2020
Q2 		$781K Buy
8,915
+288
+3% +$26K 0.64% 67
2020
Q1 		$760K Buy
8,627
+270
+3% +$26K 0.72% 60
2019
Q4 		$771K Buy
+8,357
New +$762K 0.63% 69

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

ICW Investment Advisors's WEC Position: Q1 2026 in Review

ICW Investment Advisors increased its WEC Energy (WEC) stake by 4.6% in Q1 2026, buying an estimated $76.2K and bringing the position to 15,286 shares worth $1.77M. The position accounts for 0.64% of the portfolio, ranked #58.

ICW Investment Advisors first reported a position in WEC in Q4 2019 and has held it in 26 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • ICW Investment Advisors held 15,286 shares of WEC Energy worth $1.77M as of Q1 2026.
  • ICW Investment Advisors bought 678 WEC Energy shares in Q1 2026, an estimated $76.2K.
  • WEC Energy made up 0.64% of ICW Investment Advisors's portfolio in Q1 2026, its #58 holding.
  • ICW Investment Advisors first reported a position in WEC Energy in Q4 2019 and has held it in 26 quarters since.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on ICW Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.