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Spectrum Investment Advisors’s WEC Energy WEC Stock Holding History

Spectrum Investment 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 		$559K Buy
4,825
+15
+0.3% +$1.69K 0.28% 25
2025
Q4 		$507K Buy
+4,810
New +$533K 0.25% 26
2024
Q2 		– Sell
-2,651
Closed -$218K – 36
2024
Q1 		$218K Buy
2,651
+18
+0.7% +$1.45K 0.16% 32
2023
Q4 		$222K Buy
+2,633
New +$217K 0.18% 32

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

Spectrum Investment Advisors's WEC Position: Q1 2026 in Review

Spectrum Investment Advisors increased its WEC Energy (WEC) stake by 0.31% in Q1 2026, buying an estimated $1.69K and bringing the position to 4,825 shares worth $559K. The position accounts for 0.28% of the portfolio, ranked #25.

Spectrum Investment Advisors first reported a position in WEC in Q4 2023 and has held it in 4 quarters since. 1,373 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Spectrum Investment Advisors held 4,825 shares of WEC Energy worth $559K as of Q1 2026.
  • Spectrum Investment Advisors bought 15 WEC Energy shares in Q1 2026, an estimated $1.69K.
  • WEC Energy made up 0.28% of Spectrum Investment Advisors's portfolio in Q1 2026, its #25 holding.
  • Spectrum Investment Advisors first reported a position in WEC Energy in Q4 2023 and has held it in 4 quarters since.
  • 1,373 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Spectrum Investment Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.