International Private Wealth Advisors’s WEC Energy WEC Stock Holding History

International Private 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	$460K	Buy	3,975 +109	+3%	+$12.2K	0.28%	80
2025 Q4	$408K	Buy	3,866 +1,227	+46%	+$136K	0.26%	83
2025 Q3	$302K	Sell	2,639 -344	-12%	-$37.3K	0.19%	119
2025 Q2	$311K	Sell	2,983 -291	-9%	-$31K	0.27%	110
2025 Q1	$357K	Buy	3,274 +457	+16%	+$46.7K	0.34%	88
2024 Q4	$265K	Buy	2,817 +86	+3%	+$8.34K	0.26%	115
2024 Q3	$263K	Sell	2,731 -117	-4%	-$10.4K	0.38%	91
2024 Q2	$223K	Buy	2,848 +165	+6%	+$13.4K	0.38%	109
2024 Q1	$220K	Buy	+2,683	New	+$216K	0.43%	104

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

International Private Wealth Advisors's WEC Position: Q1 2026 in Review

International Private Wealth Advisors increased its WEC Energy (WEC) stake by 2.8% in Q1 2026, buying an estimated $12.2K and bringing the position to 3,975 shares worth $460K. The position accounts for 0.28% of the portfolio, ranked #80.

International Private Wealth Advisors first reported a position in WEC in Q1 2024 and has held it in 9 quarters since. 1,372 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

International Private Wealth Advisors held 3,975 shares of WEC Energy worth $460K as of Q1 2026.
International Private Wealth Advisors bought 109 WEC Energy shares in Q1 2026, an estimated $12.2K.
WEC Energy made up 0.28% of International Private Wealth Advisors's portfolio in Q1 2026, its #80 holding.
International Private Wealth Advisors first reported a position in WEC Energy in Q1 2024 and has held it in 9 quarters since.
1,372 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on International Private Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.