OneAscent Financial Services’s WEC Energy WEC Stock Holding History

OneAscent Financial 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	$418K	Buy	3,609 +1,109	+44%	+$125K	0.02%	379
2025 Q4	$264K	Buy	+2,500	New	+$277K	0.02%	384
2025 Q3	–	Sell	-2,369	Closed	-$247K	–	555
2025 Q2	$247K	Sell	2,369 -21	-0.9%	-$2.23K	0.02%	463
2025 Q1	$260K	Buy	2,390 +170	+8%	+$17.4K	0.02%	425
2024 Q4	$209K	Buy	+2,220	New	+$215K	0.02%	446
2024 Q1	–	Sell	-3,451	Closed	-$290K	–	405
2023 Q4	$290K	Buy	+3,451	New	+$284K	0.04%	275
2023 Q3	–	Sell	-4,137	Closed	-$365K	–	293
2023 Q2	$365K	Sell	4,137 -531	-11%	-$49.1K	0.16%	70
2023 Q1	$442K	Buy	4,668 +132	+3%	+$12.2K	0.18%	66
2022 Q4	$425K	Buy	4,536 +1,082	+31%	+$100K	0.18%	68
2022 Q3	$309K	Buy	3,454 +337	+11%	+$34.4K	0.12%	115
2022 Q2	$314K	Buy	+3,117	New	+$316K	0.14%	137
2020 Q4	–	Sell	-3,589	Closed	-$348K	–	191
2020 Q3	$348K	Sell	3,589 -611	-15%	-$56.9K	0.18%	118
2020 Q2	$368K	Buy	+4,200	New	+$379K	0.25%	85

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

OneAscent Financial Services's WEC Position: Q1 2026 in Review

OneAscent Financial Services increased its WEC Energy (WEC) stake by 44% in Q1 2026, buying an estimated $125K and bringing the position to 3,609 shares worth $418K. The position accounts for 0.02% of the portfolio, ranked #379.

OneAscent Financial Services first reported a position in WEC in Q2 2020 and has held it in 13 quarters since. The position peaked at $442K in Q1 2023. 1,372 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

OneAscent Financial Services held 3,609 shares of WEC Energy worth $418K as of Q1 2026.
OneAscent Financial Services bought 1,109 WEC Energy shares in Q1 2026, an estimated $125K.
WEC Energy made up 0.02% of OneAscent Financial Services's portfolio in Q1 2026, its #379 holding.
OneAscent Financial Services first reported a position in WEC Energy in Q2 2020 and has held it in 13 quarters since.
OneAscent Financial Services's WEC Energy position peaked at $442K in Q1 2023.
1,372 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on OneAscent Financial Services's 13F filing for Q1 2026, filed 21 Apr 2026.