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Paragon Private Wealth Management’s WEC Energy WEC Stock Holding History

Paragon Private Wealth Management’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 		$600K Sell
5,179
-185
-3% -$20.8K 0.19% 128
2025
Q4 		$566K Sell
5,364
-52
-1% -$5.76K 0.17% 131
2025
Q3 		$621K Buy
5,416
+173
+3% +$18.8K 0.2% 126
2025
Q2 		$546K Sell
5,243
-1,308
-20% -$139K 0.22% 124
2025
Q1 		$714K Sell
6,551
-1,354
-17% -$138K 0.33% 85
2024
Q4 		$743K Buy
7,905
+470
+6% +$45.6K 0.34% 81
2024
Q3 		$715K Buy
7,435
+828
+13% +$73.4K 0.35% 77
2024
Q2 		$518K Buy
6,607
+197
+3% +$16K 0.29% 94
2024
Q1 		$526K Buy
6,410
+185
+3% +$14.9K 0.31% 91
2023
Q4 		$524K Buy
6,225
+719
+13% +$59.2K 0.36% 82
2023
Q3 		$444K Buy
5,506
+484
+10% +$42.1K 0.37% 82
2023
Q2 		$443K Buy
5,022
+393
+8% +$36.3K 0.35% 85
2023
Q1 		$439K Buy
4,629
+1,296
+39% +$120K 0.37% 86
2022
Q4 		$313K Buy
+3,333
New +$308K 0.28% 95

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

Paragon Private Wealth Management's WEC Position: Q1 2026 in Review

Paragon Private Wealth Management reduced its WEC Energy (WEC) stake by 3.4% in Q1 2026, selling an estimated $20.8K and leaving 5,179 shares worth $600K. The position accounts for 0.19% of the portfolio, ranked #128.

Paragon Private Wealth Management first reported a position in WEC in Q4 2022 and has held it in 14 quarters since. The position peaked at $743K in Q4 2024. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Paragon Private Wealth Management held 5,179 shares of WEC Energy worth $600K as of Q1 2026.
  • Paragon Private Wealth Management sold 185 WEC Energy shares in Q1 2026, an estimated $20.8K.
  • WEC Energy made up 0.19% of Paragon Private Wealth Management's portfolio in Q1 2026, its #128 holding.
  • Paragon Private Wealth Management first reported a position in WEC Energy in Q4 2022 and has held it in 14 quarters since.
  • Paragon Private Wealth Management's WEC Energy position peaked at $743K in Q4 2024.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Paragon Private Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.