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NewEdge Wealth’s WEC Energy WEC Stock Holding History

NewEdge 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 		$1.29M Sell
11,117
-1,356
-11% -$152K 0.02% 553
2025
Q4 		$1.32M Buy
12,473
+1,870
+18% +$207K 0.01% 560
2025
Q3 		$1.19M Buy
10,603
+2,048
+24% +$222K 0.02% 526
2025
Q2 		$947K Buy
8,555
+953
+13% +$101K 0.01% 546
2025
Q1 		$828K Sell
7,602
-337
-4% -$34.4K 0.02% 514
2024
Q4 		$747K Buy
7,939
+660
+9% +$64K 0.01% 545
2024
Q3 		$700K Buy
7,279
+239
+3% +$21.2K 0.01% 539
2024
Q2 		$552K Sell
7,040
-86
-1% -$6.99K 0.01% 521
2024
Q1 		$592K Buy
7,126
+517
+8% +$41.6K 0.01% 524
2023
Q4 		$556K Sell
6,609
-556
-8% -$45.8K 0.01% 489
2023
Q3 		$577K Sell
7,165
-302
-4% -$26.2K 0.02% 445
2023
Q2 		$659K Buy
7,467
+350
+5% +$32.3K 0.02% 418
2023
Q1 		$675K Buy
7,117
+118
+2% +$10.9K 0.03% 372
2022
Q4 		$656K Buy
6,999
+139
+2% +$12.8K 0.03% 334
2022
Q3 		$614K Sell
6,860
-146
-2% -$14.9K 0.03% 323
2022
Q2 		$705K Buy
+7,006
New +$710K 0.03% 335

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

NewEdge Wealth's WEC Position: Q1 2026 in Review

NewEdge Wealth reduced its WEC Energy (WEC) stake by 11% in Q1 2026, selling an estimated $152K and leaving 11,117 shares worth $1.29M. The position accounts for 0.02% of the portfolio, ranked #553.

NewEdge Wealth first reported a position in WEC in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.32M in Q4 2025. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • NewEdge Wealth held 11,117 shares of WEC Energy worth $1.29M as of Q1 2026.
  • NewEdge Wealth sold 1,356 WEC Energy shares in Q1 2026, an estimated $152K.
  • WEC Energy made up 0.02% of NewEdge Wealth's portfolio in Q1 2026, its #553 holding.
  • NewEdge Wealth first reported a position in WEC Energy in Q2 2022 and has held it in 16 quarters since.
  • NewEdge Wealth's WEC Energy position peaked at $1.32M in Q4 2025.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.