SMA
WEC icon

Sage Mountain Advisors’s WEC Energy WEC Stock Holding History

Sage Mountain 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 		– Sell
-4,369
Closed -$461K – 562
2025
Q4 		$461K Sell
4,369
-4,465
-51% -$494K 0.02% 293
2025
Q3 		$1.01M Buy
+8,834
New +$958K 0.06% 161

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

Sage Mountain Advisors's WEC Position: Q1 2026 in Review

Sage Mountain Advisors sold out of WEC Energy (WEC) in Q1 2026, closing a stake of 4,369 shares — an estimated $461K sold.

Sage Mountain Advisors first reported a position in WEC in Q3 2025 and held it in 2 quarters. The position peaked at $1.01M in Q3 2025. 1,373 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Sage Mountain Advisors reported no remaining WEC Energy position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 4,369 WEC Energy shares in Q1 2026, an estimated $461K.
  • Sage Mountain Advisors first reported a position in WEC Energy in Q3 2025 and held it in 2 quarters.
  • Sage Mountain Advisors's WEC Energy position peaked at $1.01M in Q3 2025.
  • 1,373 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.