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Mount Yale Investment Advisors’s WEC Energy WEC Stock Holding History

Mount Yale Investment Advisors’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 		$740K Buy
6,393
+1,333
+26% +$150K 0.02% 593
2025
Q4 		$534K Sell
5,060
-172
-3% -$19K 0.03% 448
2025
Q3 		$600K Buy
5,232
+4,010
+328% +$435K 0.04% 384
2025
Q2 		$127K Buy
+1,222
New +$130K 0.01% 618
2018
Q3 		– Sell
-4,660
Closed -$301K – 1012
2018
Q2 		$301K Buy
4,660
+159
+4% +$9.88K 0.06% 247
2018
Q1 		$282K Buy
+4,501
New +$279K 0.06% 249

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $344B AUM 42.99% 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

Mount Yale Investment Advisors's WEC Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its WEC Energy (WEC) stake by 26% in Q1 2026, buying an estimated $150K and bringing the position to 6,393 shares worth $740K. The position accounts for 0.02% of the portfolio, ranked #593.

Mount Yale Investment Advisors first reported a position in WEC in Q1 2018 and has held it in 6 quarters since. 1,375 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Mount Yale Investment Advisors held 6,393 shares of WEC Energy worth $740K as of Q1 2026.
  • Mount Yale Investment Advisors bought 1,333 WEC Energy shares in Q1 2026, an estimated $150K.
  • WEC Energy made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #593 holding.
  • Mount Yale Investment Advisors first reported a position in WEC Energy in Q1 2018 and has held it in 6 quarters since.
  • 1,375 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.