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Stonehaven Wealth & Tax Solutions’s WEC Energy WEC Stock Holding History

Stonehaven Wealth & Tax Solutions’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 		$412K Buy
3,562
+61
+2% +$6.85K 0.36% 48
2025
Q4 		$369K Hold
3,501
– – 0.33% 52
2025
Q3 		$401K Buy
3,501
+3
+0.1% +$325 0.37% 43
2025
Q2 		$364K Buy
3,498
+55
+2% +$5.85K 0.36% 44
2025
Q1 		$375K Sell
3,443
-5
-0.1% -$511 0.4% 41
2024
Q4 		$324K Buy
+3,448
New +$334K 0.35% 62

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

Stonehaven Wealth & Tax Solutions's WEC Position: Q1 2026 in Review

Stonehaven Wealth & Tax Solutions increased its WEC Energy (WEC) stake by 1.7% in Q1 2026, buying an estimated $6.85K and bringing the position to 3,562 shares worth $412K. The position accounts for 0.36% of the portfolio, ranked #48.

Stonehaven Wealth & Tax Solutions first reported a position in WEC in Q4 2024 and has held it in 6 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Stonehaven Wealth & Tax Solutions held 3,562 shares of WEC Energy worth $412K as of Q1 2026.
  • Stonehaven Wealth & Tax Solutions bought 61 WEC Energy shares in Q1 2026, an estimated $6.85K.
  • WEC Energy made up 0.36% of Stonehaven Wealth & Tax Solutions's portfolio in Q1 2026, its #48 holding.
  • Stonehaven Wealth & Tax Solutions first reported a position in WEC Energy in Q4 2024 and has held it in 6 quarters since.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2026, filed 15 May 2026.