Principia Wealth Advisory
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Principia Wealth Advisory’s WEC Energy WEC Stock Holding History

Principia Wealth Advisory’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
Q3 		$4.84K Buy
48
+1
+2% +$109 ﹤0.01% 384
2026
Q2 		$5.49K Buy
47
+27
+135% +$3.08K ﹤0.01% 344
2026
Q1 		$2.32K Buy
20
+7
+54% +$786 ﹤0.01% 477
2025
Q4 		$1.37K Sell
13
-1
-7% -$111 ﹤0.01% 575
2025
Q3 		$1.6K Buy
14
+4
+40% +$434 ﹤0.01% 490
2025
Q2 		$1.04K Buy
10
+3
+43% +$319 ﹤0.01% 559
2025
Q1 		$731 Hold
7
– – ﹤0.01% 473
2024
Q4 		$658 Buy
+7
New +$679 ﹤0.01% 463

Other funds holding WEC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Principia Wealth Advisory's WEC Position: Q3 2026 in Review

Principia Wealth Advisory increased its WEC Energy (WEC) stake by 2.1% in Q3 2026, buying an estimated $109 and bringing the position to 48 shares worth $4.84K. The position accounts for ﹤0.01% of the portfolio, ranked #384.

Principia Wealth Advisory first reported a position in WEC in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.49K in Q2 2026. 1,162 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • Principia Wealth Advisory held 48 shares of WEC Energy worth $4.84K as of Q3 2026.
  • Principia Wealth Advisory bought 1 WEC Energy share in Q3 2026, an estimated $109.
  • WEC Energy made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q3 2026, its #384 holding.
  • Principia Wealth Advisory first reported a position in WEC Energy in Q4 2024 and has held it in 8 quarters since.
  • Principia Wealth Advisory's WEC Energy position peaked at $5.49K in Q2 2026.
  • 1,162 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Principia Wealth Advisory's 13F filing for Q3 2026, filed 12 Nov 2026.