Premier Path Wealth Partners’s WEC Energy WEC Stock Holding History

Premier Path 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	$299K	Sell	2,581 -97	-4%	-$10.9K	0.04%	347
2025 Q4	$282K	Sell	2,678 -815	-23%	-$90.2K	0.04%	335
2025 Q3	$400K	Buy	3,493 +24	+0.7%	+$2.6K	0.05%	291
2025 Q2	$361K	Buy	3,469 +134	+4%	+$14.3K	0.05%	293
2025 Q1	$363K	Buy	3,335 +98	+3%	+$10K	0.06%	273
2024 Q4	$304K	Buy	3,237 +386	+14%	+$37.4K	0.05%	303
2024 Q3	$274K	Buy	2,851 +26	+0.9%	+$2.3K	0.04%	315
2024 Q2	$222K	Buy	+2,825	New	+$229K	0.04%	343

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

Premier Path Wealth Partners's WEC Position: Q1 2026 in Review

Premier Path Wealth Partners reduced its WEC Energy (WEC) stake by 3.6% in Q1 2026, selling an estimated $10.9K and leaving 2,581 shares worth $299K. The position accounts for 0.04% of the portfolio, ranked #347.

Premier Path Wealth Partners first reported a position in WEC in Q2 2024 and has held it in 8 quarters since. The position peaked at $400K in Q3 2025. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Premier Path Wealth Partners held 2,581 shares of WEC Energy worth $299K as of Q1 2026.
Premier Path Wealth Partners sold 97 WEC Energy shares in Q1 2026, an estimated $10.9K.
WEC Energy made up 0.04% of Premier Path Wealth Partners's portfolio in Q1 2026, its #347 holding.
Premier Path Wealth Partners first reported a position in WEC Energy in Q2 2024 and has held it in 8 quarters since.
Premier Path Wealth Partners's WEC Energy position peaked at $400K in Q3 2025.
1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.