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Root Financial Partners’s WEC Energy WEC Stock Holding History

Root Financial Partners’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 		$102K Buy
882
+269
+44% +$30.2K ﹤0.01% 553
2025
Q4 		$64.6K Sell
613
-118
-16% -$13.1K ﹤0.01% 620
2025
Q3 		$83.7K Buy
+731
New +$79.2K 0.01% 500

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

Root Financial Partners's WEC Position: Q1 2026 in Review

Root Financial Partners increased its WEC Energy (WEC) stake by 44% in Q1 2026, buying an estimated $30.2K and bringing the position to 882 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

Root Financial Partners first reported a position in WEC in Q3 2025 and has held it in 3 quarters since. 1,373 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Root Financial Partners held 882 shares of WEC Energy worth $102K as of Q1 2026.
  • Root Financial Partners bought 269 WEC Energy shares in Q1 2026, an estimated $30.2K.
  • WEC Energy made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #553 holding.
  • Root Financial Partners first reported a position in WEC Energy in Q3 2025 and has held it in 3 quarters since.
  • 1,373 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.