Prosperity Consulting Group’s WEC Energy WEC Stock Holding History

Prosperity Consulting 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	$3.11M	Sell	26,832 -1,314	-5%	-$148K	0.14%	117
2025 Q4	$2.97M	Sell	28,146 -102	-0.4%	-$11.3K	0.13%	117
2025 Q3	$3.24M	Sell	28,248 -2,164	-7%	-$235K	0.16%	109
2025 Q2	$3.17M	Sell	30,412 -1,309	-4%	-$139K	0.23%	102
2025 Q1	$3.46M	Sell	31,721 -1,442	-4%	-$147K	0.27%	87
2024 Q4	$3.12M	Sell	33,163 -1,700	-5%	-$165K	0.23%	97
2024 Q3	$3.35M	Sell	34,863 -785	-2%	-$69.6K	0.26%	90
2024 Q2	$2.8M	Sell	35,648 -16,471	-32%	-$1.34M	0.38%	67
2024 Q1	$4.28M	Buy	+52,119	New	+$4.19M	0.54%	49

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

Prosperity Consulting Group's WEC Position: Q1 2026 in Review

Prosperity Consulting Group reduced its WEC Energy (WEC) stake by 4.7% in Q1 2026, selling an estimated $148K and leaving 26,832 shares worth $3.11M. The position accounts for 0.14% of the portfolio, ranked #117.

Prosperity Consulting Group first reported a position in WEC in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.28M in Q1 2024. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Prosperity Consulting Group held 26,832 shares of WEC Energy worth $3.11M as of Q1 2026.
Prosperity Consulting Group sold 1,314 WEC Energy shares in Q1 2026, an estimated $148K.
WEC Energy made up 0.14% of Prosperity Consulting Group's portfolio in Q1 2026, its #117 holding.
Prosperity Consulting Group first reported a position in WEC Energy in Q1 2024 and has held it in 9 quarters since.
Prosperity Consulting Group's WEC Energy position peaked at $4.28M in Q1 2024.
1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.