Meeder Advisory Services’s WEC Energy WEC Stock Holding History

Meeder 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	$952K	Sell	8,227 -1,259	-13%	-$141K	0.04%	283
2025 Q4	$1M	Buy	9,486 +500	+6%	+$55.4K	0.04%	274
2025 Q3	$1.03M	Buy	8,986 +954	+12%	+$103K	0.05%	266
2025 Q2	$837K	Buy	8,032 +248	+3%	+$26.4K	0.04%	289
2025 Q1	$848K	Buy	7,784 +740	+11%	+$75.6K	0.05%	263
2024 Q4	$662K	Sell	7,044 -275	-4%	-$26.7K	0.04%	296
2024 Q3	$704K	Buy	7,319 +750	+11%	+$66.5K	0.05%	283
2024 Q2	$515K	Buy	6,569 +1,193	+22%	+$96.9K	0.04%	311
2024 Q1	$441K	Buy	5,376 +634	+13%	+$51K	0.04%	297
2023 Q4	$399K	Sell	4,742 -985	-17%	-$81.1K	0.05%	298
2023 Q3	$461K	Sell	5,727 -539	-9%	-$46.8K	0.06%	273
2023 Q2	$553K	Buy	6,266 +73	+1%	+$6.75K	0.06%	266
2023 Q1	$587K	Sell	6,193 -673	-10%	-$62.3K	0.07%	251
2022 Q4	$644K	Buy	+6,866	New	+$635K	0.08%	219

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

Meeder Advisory Services's WEC Position: Q1 2026 in Review

Meeder Advisory Services reduced its WEC Energy (WEC) stake by 13% in Q1 2026, selling an estimated $141K and leaving 8,227 shares worth $952K. The position accounts for 0.04% of the portfolio, ranked #283.

Meeder Advisory Services first reported a position in WEC in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.03M in Q3 2025. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Meeder Advisory Services held 8,227 shares of WEC Energy worth $952K as of Q1 2026.
Meeder Advisory Services sold 1,259 WEC Energy shares in Q1 2026, an estimated $141K.
WEC Energy made up 0.04% of Meeder Advisory Services's portfolio in Q1 2026, its #283 holding.
Meeder Advisory Services first reported a position in WEC Energy in Q4 2022 and has held it in 14 quarters since.
Meeder Advisory Services's WEC Energy position peaked at $1.03M in Q3 2025.
1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.