Intelligent Financial Strategies’s WEC Energy WEC Stock Holding History

Intelligent Financial Strategies’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	-1,059	Closed	-$112K	–	70
2025 Q4	$112K	Hold	1,059	–	–	0.05%	45
2025 Q3	$121K	Hold	1,059	–	–	0.06%	41
2025 Q2	$110K	Hold	1,059	–	–	0.06%	41
2025 Q1	$115K	Hold	1,059	–	–	0.06%	42
2024 Q4	$99.5K	Hold	1,059	–	–	0.06%	44
2024 Q3	$102K	Hold	1,059	–	–	0.06%	46
2024 Q2	$83K	Hold	1,059	–	–	0.05%	47
2024 Q1	$86.9K	Hold	1,059	–	–	0.05%	47
2023 Q4	$89.1K	Hold	1,059	–	–	0.06%	46
2023 Q3	$85.3K	Hold	1,059	–	–	0.06%	49
2023 Q2	$93.4K	Hold	1,059	–	–	0.07%	50
2023 Q1	$100K	Hold	1,059	–	–	0.08%	50
2022 Q4	$99.2K	Hold	1,059	–	–	0.08%	53
2022 Q3	$95K	Hold	1,059	–	–	0.1%	52
2022 Q2	$107K	Hold	1,059	–	–	0.11%	50
2022 Q1	$106K	Hold	1,059	–	–	0.1%	55
2021 Q4	$103K	Buy	+1,059	New	+$96.8K	0.09%	58

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

Intelligent Financial Strategies's WEC Position: Q1 2026 in Review

Intelligent Financial Strategies sold out of WEC Energy (WEC) in Q1 2026, closing a stake of 1,059 shares — an estimated $112K sold.

Intelligent Financial Strategies first reported a position in WEC in Q4 2021 and held it in 17 quarters. The position peaked at $121K in Q3 2025. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Intelligent Financial Strategies reported no remaining WEC Energy position as of Q1 2026 after selling out during the quarter.
Intelligent Financial Strategies sold 1,059 WEC Energy shares in Q1 2026, an estimated $112K.
Intelligent Financial Strategies first reported a position in WEC Energy in Q4 2021 and held it in 17 quarters.
Intelligent Financial Strategies's WEC Energy position peaked at $121K in Q3 2025.
1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Intelligent Financial Strategies's 13F filing for Q1 2026, filed 28 Apr 2026.