Perfromance Wealth Partners’s WEC Energy WEC Stock Holding History

Perfromance Wealth Partners’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	$208K	Buy	+1,797	New	+$202K	0.01%	203

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

Perfromance Wealth Partners's WEC Position: Q1 2026 in Review

Perfromance Wealth Partners opened a new position in WEC Energy (WEC) in Q1 2026: 1,797 shares worth $208K. The stake represents 0.01% of the portfolio and ranks #203 among its holdings.

1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Perfromance Wealth Partners held 1,797 shares of WEC Energy worth $208K as of Q1 2026.
WEC Energy was a new Perfromance Wealth Partners position in Q1 2026.
WEC Energy made up 0.01% of Perfromance Wealth Partners's portfolio in Q1 2026, its #203 holding.
1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.