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SHP Wealth Management’s WEC Energy WEC Stock Holding History

SHP 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 		$22.7K Buy
196
+27
+16% +$3.03K ﹤0.01% 694
2025
Q4 		$17.8K Buy
+169
New +$18.7K ﹤0.01% 706

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $344B AUM 42.99% 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

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

SHP Wealth Management increased its WEC Energy (WEC) stake by 16% in Q1 2026, buying an estimated $3.03K and bringing the position to 196 shares worth $22.7K. The position accounts for ﹤0.01% of the portfolio, ranked #694.

SHP Wealth Management first reported a position in WEC in Q4 2025 and has held it in 2 quarters since. 1,376 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • SHP Wealth Management held 196 shares of WEC Energy worth $22.7K as of Q1 2026.
  • SHP Wealth Management bought 27 WEC Energy shares in Q1 2026, an estimated $3.03K.
  • WEC Energy made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #694 holding.
  • SHP Wealth Management first reported a position in WEC Energy in Q4 2025 and has held it in 2 quarters since.
  • 1,376 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.