Raymond James Financial
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Raymond James Financial’s WEC Energy WEC Stock Holding History

Raymond James Financial’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 		$287M Buy
2,479,662
+423,588
+21% +$47.6M 0.09% 205
2025
Q4 		$217M Buy
2,056,074
+245,288
+14% +$27.2M 0.07% 254
2025
Q3 		$207M Sell
1,810,786
-17,174
-0.9% -$1.86M 0.07% 264
2025
Q2 		$190M Sell
1,827,960
-134,330
-7% -$14.3M 0.07% 269
2025
Q1 		$214M Sell
1,962,290
-46,202
-2% -$4.72M 0.08% 229
2024
Q4 		$189M Buy
+2,008,492
New +$195M 0.07% 254

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

Raymond James Financial's WEC Position: Q1 2026 in Review

Raymond James Financial increased its WEC Energy (WEC) stake by 21% in Q1 2026, buying an estimated $47.6M and bringing the position to 2,479,662 shares worth $287M. The position accounts for 0.09% of the portfolio, ranked #205.

Raymond James Financial first reported a position in WEC in Q4 2024 and has held it in 6 quarters since. 1,372 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Raymond James Financial held 2,479,662 shares of WEC Energy worth $287M as of Q1 2026.
  • Raymond James Financial bought 423,588 WEC Energy shares in Q1 2026, an estimated $47.6M.
  • WEC Energy made up 0.09% of Raymond James Financial's portfolio in Q1 2026, its #205 holding.
  • Raymond James Financial first reported a position in WEC Energy in Q4 2024 and has held it in 6 quarters since.
  • 1,372 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.