LCWP
WEC icon

Legacy Capital Wealth Partners’s WEC Energy WEC Stock Holding History

Legacy Capital Wealth Partners’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 		$431K Buy
3,719
+681
+22% +$76.5K 0.09% 229
2025
Q4 		$320K Sell
3,038
-113
-4% -$12.5K 0.07% 289
2025
Q3 		$361K Buy
3,151
+565
+22% +$61.2K 0.08% 274
2025
Q2 		$270K Sell
2,586
-145
-5% -$15.4K 0.06% 316
2025
Q1 		$298K Buy
2,731
+295
+12% +$30.1K 0.07% 280
2024
Q4 		$229K Sell
2,436
-2,557
-51% -$248K 0.06% 315
2024
Q3 		$480K Buy
+4,993
New +$442K 0.1% 204

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