Level Four Advisory Services’s WEC Energy WEC Stock Holding History

Level Four Advisory Services’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	$3.6M	Buy	31,106 +2,600	+9%	+$292K	0.12%	205
2025 Q4	$3.01M	Buy	28,506 +1,565	+6%	+$173K	0.1%	229
2025 Q3	$3.09M	Buy	26,941 +694	+3%	+$75.2K	0.11%	219
2025 Q2	$2.73M	Sell	26,247 -4,344	-14%	-$462K	0.1%	230
2025 Q1	$3.33M	Buy	30,591 +1,195	+4%	+$122K	0.14%	189
2024 Q4	$2.76M	Buy	29,396 +653	+2%	+$63.3K	0.11%	204
2024 Q3	$2.75M	Buy	28,743 +2,243	+8%	+$199K	0.12%	199
2024 Q2	$2.08M	Buy	+26,500	New	+$2.15M	0.09%	228
2023 Q3	–	Sell	-3,618	Closed	-$319K	–	865
2023 Q2	$319K	Sell	3,618 -584	-14%	-$54K	0.02%	603
2023 Q1	$398K	Buy	+4,202	New	+$389K	0.03%	503
2022 Q2	–	Sell	-2,281	Closed	-$228K	–	669
2022 Q1	$228K	Buy	+2,281	New	+$215K	0.02%	572
2021 Q3	–	Sell	-2,286	Closed	-$203K	–	652
2021 Q2	$203K	Sell	2,286 -11,130	-83%	-$1.05M	0.01%	625
2021 Q1	$1.26M	Buy	13,416 +175	+1%	+$15.3K	0.1%	227
2020 Q4	$1.22M	Buy	13,241 +1	+0%	+$97	0.1%	211
2020 Q3	$1.28M	Sell	13,240 -771	-6%	-$71.8K	0.1%	205
2020 Q2	$1.23M	Sell	14,011 -1,777	-11%	-$160K	0.1%	217
2020 Q1	$1.39M	Sell	15,788 -2,409	-13%	-$232K	0.17%	149
2019 Q4	$13.9M	Buy	18,197 +755	+4%	+$68.8K	0.55%	48
2019 Q3	$1.66M	Buy	17,442 +14,895	+585%	+$1.34M	0.17%	137
2019 Q2	$212K	Buy	+2,547	New	+$204K	0.02%	495
2019 Q1	–	Sell	-3,856	Closed	-$267K	–	550
2018 Q4	$267K	Buy	+3,856	New	+$271K	0.03%	422
2017 Q4	–	Sell	-3,605	Closed	-$226K	–	560
2017 Q3	$226K	Sell	3,605 -1,736	-33%	-$111K	0.02%	465
2017 Q2	$327K	Hold	5,341	–	–	0.05%	346
2017 Q1	$327K	Sell	5,341 -1,360	-20%	-$80.2K	0.03%	394
2016 Q4	$393K	Buy	+6,701	New	+$384K	0.05%	320

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

Level Four Advisory Services's WEC Position: Q1 2026 in Review

Level Four Advisory Services increased its WEC Energy (WEC) stake by 9.1% in Q1 2026, buying an estimated $292K and bringing the position to 31,106 shares worth $3.6M. The position accounts for 0.12% of the portfolio, ranked #205.

Level Four Advisory Services first reported a position in WEC in Q4 2016 and has held it in 25 quarters since. The position peaked at $13.9M in Q4 2019. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Level Four Advisory Services held 31,106 shares of WEC Energy worth $3.6M as of Q1 2026.
Level Four Advisory Services bought 2,600 WEC Energy shares in Q1 2026, an estimated $292K.
WEC Energy made up 0.12% of Level Four Advisory Services's portfolio in Q1 2026, its #205 holding.
Level Four Advisory Services first reported a position in WEC Energy in Q4 2016 and has held it in 25 quarters since.
Level Four Advisory Services's WEC Energy position peaked at $13.9M in Q4 2019.
1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.