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Sanctuary Advisors’s WEC Energy WEC Stock Holding History

Sanctuary 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 		$12.9M Buy
111,726
+3,938
+4% +$442K 0.07% 305
2025
Q4 		$11.4M Buy
107,788
+3,999
+4% +$443K 0.06% 314
2025
Q3 		$11.9M Buy
103,789
+4,162
+4% +$451K 0.07% 295
2025
Q2 		$10.4M Buy
99,627
+7,623
+8% +$811K 0.06% 307
2025
Q1 		$10M Sell
92,004
-3,130
-3% -$320K 0.07% 284
2024
Q4 		$9.46M Buy
95,134
+4,100
+5% +$398K 0.06% 326
2024
Q3 		$9.16M Buy
91,034
+11,949
+15% +$1.06M 0.06% 332
2024
Q2 		$6.44M Buy
+79,085
New +$6.42M 0.05% 384

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

Sanctuary Advisors's WEC Position: Q1 2026 in Review

Sanctuary Advisors increased its WEC Energy (WEC) stake by 3.7% in Q1 2026, buying an estimated $442K and bringing the position to 111,726 shares worth $12.9M. The position accounts for 0.07% of the portfolio, ranked #305.

Sanctuary Advisors first reported a position in WEC in Q2 2024 and has held it in 8 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Sanctuary Advisors held 111,726 shares of WEC Energy worth $12.9M as of Q1 2026.
  • Sanctuary Advisors bought 3,938 WEC Energy shares in Q1 2026, an estimated $442K.
  • WEC Energy made up 0.07% of Sanctuary Advisors's portfolio in Q1 2026, its #305 holding.
  • Sanctuary Advisors first reported a position in WEC Energy in Q2 2024 and has held it in 8 quarters since.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.