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Smartleaf Asset Management’s WEC Energy WEC Stock Holding History

Smartleaf Asset 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 		$423K Buy
3,669
+477
+15% +$53.6K 0.02% 570
2025
Q4 		$339K Buy
3,192
+316
+11% +$35K 0.01% 617
2025
Q3 		$329K Buy
2,876
+1,079
+60% +$117K 0.02% 575
2025
Q2 		$185K Sell
1,797
-128
-7% -$13.6K 0.02% 602
2025
Q1 		$207K Sell
1,925
-95
-5% -$9.7K 0.02% 557
2024
Q4 		$190K Buy
2,020
+352
+21% +$34.1K 0.02% 560
2024
Q3 		$159K Buy
1,668
+351
+27% +$31.1K 0.02% 567
2024
Q2 		$103K Sell
1,317
-1,226
-48% -$99.6K 0.02% 568
2024
Q1 		$206K Buy
2,543
+352
+16% +$28.3K 0.04% 349
2023
Q4 		$184K Buy
+2,191
New +$180K 0.05% 328

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

Smartleaf Asset Management's WEC Position: Q1 2026 in Review

Smartleaf Asset Management increased its WEC Energy (WEC) stake by 15% in Q1 2026, buying an estimated $53.6K and bringing the position to 3,669 shares worth $423K. The position accounts for 0.02% of the portfolio, ranked #570.

Smartleaf Asset Management first reported a position in WEC in Q4 2023 and has held it in 10 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Smartleaf Asset Management held 3,669 shares of WEC Energy worth $423K as of Q1 2026.
  • Smartleaf Asset Management bought 477 WEC Energy shares in Q1 2026, an estimated $53.6K.
  • WEC Energy made up 0.02% of Smartleaf Asset Management's portfolio in Q1 2026, its #570 holding.
  • Smartleaf Asset Management first reported a position in WEC Energy in Q4 2023 and has held it in 10 quarters since.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.