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Principal Securities’s WEC Energy WEC Stock Holding History

Principal Securities’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 		$4.1M Buy
35,373
+3,743
+12% +$421K 0.06% 306
2025
Q4 		$3.34M Buy
31,630
+2,699
+9% +$299K 0.05% 325
2025
Q3 		$3.32M Buy
28,931
+3,308
+13% +$359K 0.05% 313
2025
Q2 		$2.67M Buy
25,623
+2,001
+8% +$213K 0.05% 333
2025
Q1 		$2.22M Hold
23,622
– – 0.05% 326
2024
Q4 		$2.22M Buy
23,622
+689
+3% +$66.8K 0.05% 324
2024
Q3 		$2.21M Buy
22,933
+2,728
+14% +$242K 0.05% 314
2024
Q2 		$1.59M Buy
20,205
+8,276
+69% +$672K 0.04% 356
2024
Q1 		$980K Buy
11,929
+246
+2% +$19.8K 0.03% 457
2023
Q4 		$983K Buy
+11,683
New +$962K 0.04% 418

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

Principal Securities's WEC Position: Q1 2026 in Review

Principal Securities increased its WEC Energy (WEC) stake by 12% in Q1 2026, buying an estimated $421K and bringing the position to 35,373 shares worth $4.1M. The position accounts for 0.06% of the portfolio, ranked #306.

Principal Securities first reported a position in WEC in Q4 2023 and has held it in 10 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Principal Securities held 35,373 shares of WEC Energy worth $4.1M as of Q1 2026.
  • Principal Securities bought 3,743 WEC Energy shares in Q1 2026, an estimated $421K.
  • WEC Energy made up 0.06% of Principal Securities's portfolio in Q1 2026, its #306 holding.
  • Principal Securities first reported a position in WEC Energy in Q4 2023 and has held it in 10 quarters since.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.