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Simplicity Wealth’s WEC Energy WEC Stock Holding History

Simplicity Wealth’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 		$539K Buy
4,654
+75
+2% +$8.43K 0.03% 440
2025
Q4 		$483K Sell
4,579
-306
-6% -$33.9K 0.03% 442
2025
Q3 		$560K Sell
4,885
-517
-10% -$56K 0.03% 414
2025
Q2 		$563K Buy
+5,402
New +$575K 0.02% 429
2024
Q3 		– Sell
-7,896
Closed -$620K – 1217
2024
Q2 		$620K Buy
7,896
+165
+2% +$13.4K 0.01% 672
2024
Q1 		$635K Buy
+7,731
New +$622K 0.02% 653

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

Simplicity Wealth's WEC Position: Q1 2026 in Review

Simplicity Wealth increased its WEC Energy (WEC) stake by 1.6% in Q1 2026, buying an estimated $8.43K and bringing the position to 4,654 shares worth $539K. The position accounts for 0.03% of the portfolio, ranked #440.

Simplicity Wealth first reported a position in WEC in Q1 2024 and has held it in 6 quarters since. The position peaked at $635K in Q1 2024. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Simplicity Wealth held 4,654 shares of WEC Energy worth $539K as of Q1 2026.
  • Simplicity Wealth bought 75 WEC Energy shares in Q1 2026, an estimated $8.43K.
  • WEC Energy made up 0.03% of Simplicity Wealth's portfolio in Q1 2026, its #440 holding.
  • Simplicity Wealth first reported a position in WEC Energy in Q1 2024 and has held it in 6 quarters since.
  • Simplicity Wealth's WEC Energy position peaked at $635K in Q1 2024.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.