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RMG Wealth Management’s WEC Energy WEC Stock Holding History

RMG Wealth Management’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 		$119K Hold
1,059
– – 0.01% 103
2025
Q4 		$115K Hold
1,059
– – 0.01% 91
2025
Q3 		$124K Hold
1,059
– – 0.02% 76
2025
Q2 		$114K Buy
+1,059
New +$113K 0.02% 78

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

RMG Wealth Management's WEC Position: Q1 2026 in Review

RMG Wealth Management held its WEC Energy (WEC) position steady in Q1 2026 at 1,059 shares worth $119K. The position accounts for 0.01% of the portfolio, ranked #103.

RMG Wealth Management first reported a position in WEC in Q2 2025 and has held it in 4 quarters since. The position peaked at $124K in Q3 2025. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • RMG Wealth Management held 1,059 shares of WEC Energy worth $119K as of Q1 2026.
  • RMG Wealth Management left its WEC Energy share count unchanged in Q1 2026.
  • WEC Energy made up 0.01% of RMG Wealth Management's portfolio in Q1 2026, its #103 holding.
  • RMG Wealth Management first reported a position in WEC Energy in Q2 2025 and has held it in 4 quarters since.
  • RMG Wealth Management's WEC Energy position peaked at $124K in Q3 2025.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on RMG Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.