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Sagespring Wealth Partners’s WEC Energy WEC Stock Holding History

Sagespring Wealth 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 		$742K Buy
6,413
+608
+10% +$68.3K 0.01% 399
2025
Q4 		$612K Sell
5,805
-115
-2% -$12.7K 0.01% 425
2025
Q3 		$678K Buy
5,920
+901
+18% +$97.7K 0.01% 387
2025
Q2 		$523K Buy
5,019
+1,026
+26% +$109K 0.01% 431
2025
Q1 		$435K Buy
3,993
+964
+32% +$98.5K 0.01% 423
2024
Q4 		$285K Buy
+3,029
New +$294K 0.01% 486

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

Sagespring Wealth Partners's WEC Position: Q1 2026 in Review

Sagespring Wealth Partners increased its WEC Energy (WEC) stake by 10% in Q1 2026, buying an estimated $68.3K and bringing the position to 6,413 shares worth $742K. The position accounts for 0.01% of the portfolio, ranked #399.

Sagespring Wealth Partners first reported a position in WEC in Q4 2024 and has held it in 6 quarters since. 1,373 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Sagespring Wealth Partners held 6,413 shares of WEC Energy worth $742K as of Q1 2026.
  • Sagespring Wealth Partners bought 608 WEC Energy shares in Q1 2026, an estimated $68.3K.
  • WEC Energy made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #399 holding.
  • Sagespring Wealth Partners first reported a position in WEC Energy in Q4 2024 and has held it in 6 quarters since.
  • 1,373 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.