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Journey Strategic Wealth’s WEC Energy WEC Stock Holding History

Journey Strategic Wealth’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 		$725K Sell
6,262
-90
-1% -$10.1K 0.02% 254
2025
Q4 		$670K Buy
6,352
+44
+0.7% +$4.87K 0.02% 245
2025
Q3 		$723K Buy
6,308
+1,072
+20% +$116K 0.02% 221
2025
Q2 		$546K Buy
5,236
+1,062
+25% +$113K 0.02% 277
2025
Q1 		$455K Buy
4,174
+111
+3% +$11.3K 0.02% 240
2024
Q4 		$382K Buy
4,063
+542
+15% +$52.6K 0.01% 281
2024
Q3 		$339K Buy
+3,521
New +$312K 0.01% 302

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

Journey Strategic Wealth's WEC Position: Q1 2026 in Review

Journey Strategic Wealth reduced its WEC Energy (WEC) stake by 1.4% in Q1 2026, selling an estimated $10.1K and leaving 6,262 shares worth $725K. The position accounts for 0.02% of the portfolio, ranked #254.

Journey Strategic Wealth first reported a position in WEC in Q3 2024 and has held it in 7 quarters since. 1,373 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Journey Strategic Wealth held 6,262 shares of WEC Energy worth $725K as of Q1 2026.
  • Journey Strategic Wealth sold 90 WEC Energy shares in Q1 2026, an estimated $10.1K.
  • WEC Energy made up 0.02% of Journey Strategic Wealth's portfolio in Q1 2026, its #254 holding.
  • Journey Strategic Wealth first reported a position in WEC Energy in Q3 2024 and has held it in 7 quarters since.
  • 1,373 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.