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Strategic Wealth Partners’s WEC Energy WEC Stock Holding History

Strategic Wealth Partners’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 		$12.6K Hold
109
– – ﹤0.01% 830
2025
Q4 		$11.5K Hold
109
– – ﹤0.01% 850
2025
Q3 		$12.5K Hold
109
– – ﹤0.01% 843
2025
Q2 		$11.4K Buy
+109
New +$11.6K ﹤0.01% 762
2018
Q2 		– Sell
-150
Closed -$9K – 840
2018
Q1 		$9K Hold
150
– – ﹤0.01% 578
2017
Q4 		$11K Buy
+150
New +$10.1K 0.01% 490

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

Strategic Wealth Partners's WEC Position: Q1 2026 in Review

Strategic Wealth Partners held its WEC Energy (WEC) position steady in Q1 2026 at 109 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #830.

Strategic Wealth Partners first reported a position in WEC in Q4 2017 and has held it in 6 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Strategic Wealth Partners held 109 shares of WEC Energy worth $12.6K as of Q1 2026.
  • Strategic Wealth Partners left its WEC Energy share count unchanged in Q1 2026.
  • WEC Energy made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #830 holding.
  • Strategic Wealth Partners first reported a position in WEC Energy in Q4 2017 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 Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.