PFG
WEC icon

PAX Financial Group’s WEC Energy WEC Stock Holding History

PAX Financial Group’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 		$428K Sell
3,700
-992
-21% -$111K 0.07% 132
2025
Q4 		$495K Sell
4,692
-1,458
-24% -$161K 0.09% 124
2025
Q3 		$705K Buy
6,150
+86
+1% +$9.32K 0.13% 114
2025
Q2 		$632K Sell
6,064
-662
-10% -$70.4K 0.12% 124
2025
Q1 		$733K Buy
6,726
+531
+9% +$54.2K 0.13% 127
2024
Q4 		$583K Buy
6,195
+281
+5% +$27.2K 0.1% 157
2024
Q3 		$569K Buy
5,914
+324
+6% +$28.7K 0.1% 162
2024
Q2 		$439K Buy
5,590
+248
+5% +$20.1K 0.09% 178
2024
Q1 		$439K Sell
5,342
-10
-0.2% -$804 0.09% 182
2023
Q4 		$414K Buy
5,352
+303
+6% +$25K 0.09% 180
2023
Q3 		$407K Buy
5,049
+98
+2% +$8.52K 0.09% 171
2023
Q2 		$437K Buy
4,951
+182
+4% +$16.8K 0.1% 170
2023
Q1 		$452K Buy
4,769
+308
+7% +$28.5K 0.11% 159
2022
Q4 		$418K Sell
4,461
-450
-9% -$41.6K 0.11% 146
2022
Q3 		$439K Buy
4,911
+90
+2% +$9.19K 0.11% 144
2022
Q2 		$485K Buy
4,821
+217
+5% +$22K 0.12% 137
2022
Q1 		$459K Buy
4,604
+277
+6% +$26.2K 0.11% 141
2021
Q4 		$420K Buy
4,327
+214
+5% +$19.6K 0.09% 143
2021
Q3 		$363K Buy
4,113
+108
+3% +$10.1K 0.09% 148
2021
Q2 		$356K Buy
4,005
+465
+13% +$43.8K 0.09% 140
2021
Q1 		$331K Buy
3,540
+666
+23% +$58.1K 0.09% 132
2020
Q4 		$264K Buy
+2,874
New +$280K 0.08% 117

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

PAX Financial Group's WEC Position: Q1 2026 in Review

PAX Financial Group reduced its WEC Energy (WEC) stake by 21% in Q1 2026, selling an estimated $111K and leaving 3,700 shares worth $428K. The position accounts for 0.07% of the portfolio, ranked #132.

PAX Financial Group first reported a position in WEC in Q4 2020 and has held it in 22 quarters since. The position peaked at $733K in Q1 2025. 1,373 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • PAX Financial Group held 3,700 shares of WEC Energy worth $428K as of Q1 2026.
  • PAX Financial Group sold 992 WEC Energy shares in Q1 2026, an estimated $111K.
  • WEC Energy made up 0.07% of PAX Financial Group's portfolio in Q1 2026, its #132 holding.
  • PAX Financial Group first reported a position in WEC Energy in Q4 2020 and has held it in 22 quarters since.
  • PAX Financial Group's WEC Energy position peaked at $733K in Q1 2025.
  • 1,373 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on PAX Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.