Optimize Financial’s WEC Energy WEC Stock Holding History

Optimize Financial’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	–	Sell	-2,374	Closed	-$250K	–	471
2025 Q4	$250K	Buy	2,374 +32	+1%	+$3.54K	0.13%	302
2025 Q3	$268K	Buy	+2,342	New	+$254K	0.14%	301

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

Optimize Financial's WEC Position: Q1 2026 in Review

Optimize Financial sold out of WEC Energy (WEC) in Q1 2026, closing a stake of 2,374 shares — an estimated $250K sold.

Optimize Financial first reported a position in WEC in Q3 2025 and held it in 2 quarters. The position peaked at $268K in Q3 2025. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Optimize Financial reported no remaining WEC Energy position as of Q1 2026 after selling out during the quarter.
Optimize Financial sold 2,374 WEC Energy shares in Q1 2026, an estimated $250K.
Optimize Financial first reported a position in WEC Energy in Q3 2025 and held it in 2 quarters.
Optimize Financial's WEC Energy position peaked at $268K in Q3 2025.
1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.