Live Oak Private Wealth’s WEC Energy WEC Stock Holding History

Live Oak Private 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	$312K	Hold	2,692	–	–	0.04%	167
2025 Q4	$284K	Hold	2,692	–	–	0.04%	167
2025 Q3	$308K	Hold	2,692	–	–	0.04%	156
2025 Q2	$281K	Sell	2,692 -16	-0.6%	-$1.7K	0.04%	159
2025 Q1	$295K	Hold	2,708	–	–	0.05%	148
2024 Q4	$255K	Buy	2,708 +16	+0.6%	+$1.55K	0.04%	158
2024 Q3	$259K	Hold	2,692	–	–	0.04%	155
2024 Q2	$211K	Hold	2,692	–	–	0.04%	160
2024 Q1	$221K	Sell	2,692 -38	-1%	-$3.06K	0.04%	156
2023 Q4	$230K	Hold	2,730	–	–	0.04%	149
2023 Q3	$220K	Hold	2,730	–	–	0.05%	144
2023 Q2	$241K	Buy	2,730 +28	+1%	+$2.59K	0.05%	142
2023 Q1	$256K	Buy	2,702 +10	+0.4%	+$926	0.05%	134
2022 Q4	$252K	Sell	2,692 -44	-2%	-$4.07K	0.05%	146
2022 Q3	$245K	Buy	+2,736	New	+$279K	0.06%	144

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

Live Oak Private Wealth's WEC Position: Q1 2026 in Review

Live Oak Private Wealth held its WEC Energy (WEC) position steady in Q1 2026 at 2,692 shares worth $312K. The position accounts for 0.04% of the portfolio, ranked #167.

Live Oak Private Wealth first reported a position in WEC in Q3 2022 and has held it in 15 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Live Oak Private Wealth held 2,692 shares of WEC Energy worth $312K as of Q1 2026.
Live Oak Private Wealth left its WEC Energy share count unchanged in Q1 2026.
WEC Energy made up 0.04% of Live Oak Private Wealth's portfolio in Q1 2026, its #167 holding.
Live Oak Private Wealth first reported a position in WEC Energy in Q3 2022 and has held it in 15 quarters since.
1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.