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Lugano Financial Advisors SA (LFA)’s WEC Energy WEC Stock Holding History

Lugano Financial Advisors SA (LFA)’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 		$9.84K Hold
85
– – 0.01% 211
2025
Q4 		$8.96K Hold
85
– – ﹤0.01% 222
2025
Q3 		$9.74K Hold
85
– – 0.01% 212
2025
Q2 		$8.86K Hold
85
– – 0.01% 218
2025
Q1 		$9.26K Hold
85
– – 0.01% 184
2024
Q4 		$7.99K Hold
85
– – 0.01% 188
2024
Q3 		$8.18K Buy
+85
New +$7.53K 0.01% 179

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

Lugano Financial Advisors SA (LFA)'s WEC Position: Q1 2026 in Review

Lugano Financial Advisors SA (LFA) held its WEC Energy (WEC) position steady in Q1 2026 at 85 shares worth $9.84K. The position accounts for 0.01% of the portfolio, ranked #211.

Lugano Financial Advisors SA (LFA) first reported a position in WEC in Q3 2024 and has held it in 7 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Lugano Financial Advisors SA (LFA) held 85 shares of WEC Energy worth $9.84K as of Q1 2026.
  • Lugano Financial Advisors SA (LFA) left its WEC Energy share count unchanged in Q1 2026.
  • WEC Energy made up 0.01% of Lugano Financial Advisors SA (LFA)'s portfolio in Q1 2026, its #211 holding.
  • Lugano Financial Advisors SA (LFA) first reported a position in WEC Energy in Q3 2024 and has held it in 7 quarters since.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2026, filed 5 May 2026.