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New Age Alpha Advisors’s WEC Energy WEC Stock Holding History

New Age Alpha 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 		$1.25M Buy
10,838
+8,161
+305% +$917K 0.06% 376
2025
Q4 		$282K Buy
2,677
+224
+9% +$24.8K 0.01% 559
2025
Q3 		$281K Buy
2,453
+1,863
+316% +$202K 0.01% 570
2025
Q2 		$61.5K Sell
590
-6
-1% -$638 ﹤0.01% 764
2025
Q1 		$65K Sell
596
-642
-52% -$65.6K ﹤0.01% 795
2024
Q4 		$116K Buy
+1,238
New +$120K ﹤0.01% 729

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

New Age Alpha Advisors's WEC Position: Q1 2026 in Review

New Age Alpha Advisors increased its WEC Energy (WEC) stake by 305% in Q1 2026, buying an estimated $917K and bringing the position to 10,838 shares worth $1.25M. The position accounts for 0.06% of the portfolio, ranked #376.

New Age Alpha Advisors first reported a position in WEC in Q4 2024 and has held it in 6 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • New Age Alpha Advisors held 10,838 shares of WEC Energy worth $1.25M as of Q1 2026.
  • New Age Alpha Advisors bought 8,161 WEC Energy shares in Q1 2026, an estimated $917K.
  • WEC Energy made up 0.06% of New Age Alpha Advisors's portfolio in Q1 2026, its #376 holding.
  • New Age Alpha Advisors first reported a position in WEC Energy in Q4 2024 and has held it in 6 quarters since.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.