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Regal Investment Advisors’s WEC Energy WEC Stock Holding History

Regal Investment Advisors’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 		$810K Sell
6,996
-49
-0.7% -$5.5K 0.05% 334
2025
Q4 		$743K Buy
7,045
+434
+7% +$48.1K 0.04% 344
2025
Q3 		$758K Buy
6,611
+3,093
+88% +$335K 0.05% 313
2025
Q2 		$367K Buy
+3,518
New +$374K 0.03% 389
2024
Q2 		– Sell
-2,599
Closed -$213K – 609
2024
Q1 		$213K Sell
2,599
-50
-2% -$4.02K 0.01% 536
2023
Q4 		$223K Buy
2,649
+20
+0.8% +$1.65K 0.02% 489
2023
Q3 		$212K Buy
2,629
+2
+0.1% +$174 0.02% 458
2023
Q2 		$232K Buy
2,627
+41
+2% +$3.79K 0.02% 459
2023
Q1 		$245K Sell
2,586
-209
-7% -$19.4K 0.02% 441
2022
Q4 		$262K Sell
2,795
-563
-17% -$52K 0.03% 409
2022
Q3 		$300K Buy
3,358
+23
+0.7% +$2.35K 0.03% 369
2022
Q2 		$336K Buy
3,335
+114
+4% +$11.6K 0.04% 355
2022
Q1 		$321K Buy
3,221
+175
+6% +$16.5K 0.03% 386
2021
Q4 		$296K Buy
3,046
+11
+0.4% +$1.01K 0.03% 431
2021
Q3 		$268K Buy
3,035
+17
+0.6% +$1.59K 0.03% 446
2021
Q2 		$268K Buy
+3,018
New +$284K 0.03% 443
2021
Q1 		– Sell
-2,327
Closed -$214K – 435
2020
Q4 		$214K Buy
+2,327
New +$226K 0.02% 436
2020
Q3 		– Sell
-2,386
Closed -$209K – 304
2020
Q2 		$209K Buy
+2,386
New +$215K 0.04% 305

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

Regal Investment Advisors's WEC Position: Q1 2026 in Review

Regal Investment Advisors reduced its WEC Energy (WEC) stake by 0.7% in Q1 2026, selling an estimated $5.5K and leaving 6,996 shares worth $810K. The position accounts for 0.05% of the portfolio, ranked #334.

Regal Investment Advisors first reported a position in WEC in Q2 2020 and has held it in 18 quarters since. 1,373 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Regal Investment Advisors held 6,996 shares of WEC Energy worth $810K as of Q1 2026.
  • Regal Investment Advisors sold 49 WEC Energy shares in Q1 2026, an estimated $5.5K.
  • WEC Energy made up 0.05% of Regal Investment Advisors's portfolio in Q1 2026, its #334 holding.
  • Regal Investment Advisors first reported a position in WEC Energy in Q2 2020 and has held it in 18 quarters since.
  • 1,373 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.