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Stratos Wealth Partners’s WEC Energy WEC Stock Holding History

Stratos 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 		$10.9M Sell
93,906
-7,077
-7% -$795K 0.12% 177
2025
Q4 		$10.6M Sell
100,983
-3,494
-3% -$387K 0.12% 181
2025
Q3 		$12M Buy
104,477
+1,915
+2% +$208K 0.14% 143
2025
Q2 		$10.7M Buy
102,562
+3,766
+4% +$401K 0.14% 144
2025
Q1 		$10.8M Buy
98,796
+5,049
+5% +$516K 0.16% 128
2024
Q4 		$8.82M Buy
93,747
+3,662
+4% +$355K 0.12% 168
2024
Q3 		$8.66M Buy
90,085
+9,374
+12% +$831K 0.13% 168
2024
Q2 		$6.33M Buy
80,711
+2,596
+3% +$211K 0.1% 201
2024
Q1 		$6.41M Buy
78,115
+5,353
+7% +$430K 0.11% 207
2023
Q4 		$6.12M Buy
72,762
+1,610
+2% +$133K 0.11% 191
2023
Q3 		$5.73M Buy
71,152
+3,666
+5% +$319K 0.12% 177
2023
Q2 		$5.95M Buy
67,486
+3,653
+6% +$338K 0.13% 167
2023
Q1 		$6.05M Buy
63,833
+1,035
+2% +$95.8K 0.16% 135
2022
Q4 		$5.89M Buy
62,798
+4,682
+8% +$433K 0.15% 156
2022
Q3 		$5.2M Sell
58,116
-3,698
-6% -$378K 0.15% 148
2022
Q2 		$6.22M Buy
61,814
+1,207
+2% +$122K 0.16% 136
2022
Q1 		$6.05M Buy
60,607
+3,571
+6% +$337K 0.14% 155
2021
Q4 		$5.54M Buy
57,036
+2,634
+5% +$241K 0.12% 176
2021
Q3 		$4.8M Buy
54,402
+1,796
+3% +$168K 0.12% 185
2021
Q2 		$4.68M Buy
52,606
+2,911
+6% +$274K 0.12% 193
2021
Q1 		$4.65M Sell
49,695
-3,109
-6% -$271K 0.13% 177
2020
Q4 		$4.86M Sell
52,804
-1,173
-2% -$114K 0.14% 161
2020
Q3 		$5.23M Buy
53,977
+3,148
+6% +$293K 0.17% 139
2020
Q2 		$4.46M Buy
50,829
+9,205
+22% +$830K 0.16% 148
2020
Q1 		$3.67M Sell
41,624
-10,212
-20% -$982K 0.17% 123
2019
Q4 		$4.78M Buy
51,836
+1,115
+2% +$102K 0.19% 120
2019
Q3 		$4.82M Buy
50,721
+548
+1% +$49.4K 0.21% 106
2019
Q2 		$4.18M Buy
50,173
+2,047
+4% +$164K 0.18% 124
2019
Q1 		$3.81M Buy
48,126
+733
+2% +$54.4K 0.17% 130
2018
Q4 		$3.28M Buy
47,393
+846
+2% +$59.4K 0.17% 128
2018
Q3 		$3.11M Buy
46,547
+959
+2% +$63.9K 0.14% 153
2018
Q2 		$2.95M Buy
45,588
+239
+0.5% +$14.9K 0.13% 176
2018
Q1 		$2.84M Buy
45,349
+317
+0.7% +$19.7K 0.12% 184
2017
Q4 		$2.99M Buy
45,032
+489
+1% +$32.8K 0.13% 162
2017
Q3 		$2.8M Buy
44,543
+1,930
+5% +$123K 0.13% 165
2017
Q2 		$2.62M Buy
42,613
+1,852
+5% +$114K 0.14% 153
2017
Q1 		$2.47M Buy
40,761
+3,341
+9% +$197K 0.14% 148
2016
Q4 		$2.19M Buy
37,420
+901
+2% +$51.7K 0.14% 153
2016
Q3 		$2.19M Buy
36,519
+6,087
+20% +$380K 0.15% 137
2016
Q2 		$1.99M Buy
30,432
+7,630
+33% +$459K 0.15% 136
2016
Q1 		$1.37M Buy
22,802
+14,449
+173% +$809K 0.12% 153
2015
Q4 		$429K Sell
8,353
-5,408
-39% -$276K 0.04% 343
2015
Q3 		$719K Buy
13,761
+7,306
+113% +$355K 0.09% 195
2015
Q2 		$290K Sell
6,455
-485
-7% -$23.3K 0.04% 381
2015
Q1 		$346K Sell
6,940
-270
-4% -$14.1K 0.04% 389
2014
Q4 		$380K Buy
+7,210
New +$354K 0.07% 300
2014
Q3 		– Sell
-4,466
Closed -$216K – 356
2014
Q2 		$216K Buy
+4,466
New +$207K 0.07% 272

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

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

Stratos Wealth Partners reduced its WEC Energy (WEC) stake by 7% in Q1 2026, selling an estimated $795K and leaving 93,906 shares worth $10.9M. The position accounts for 0.12% of the portfolio, ranked #177.

Stratos Wealth Partners first reported a position in WEC in Q2 2014 and has held it in 47 quarters since. The position peaked at $12M in Q3 2025. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Stratos Wealth Partners held 93,906 shares of WEC Energy worth $10.9M as of Q1 2026.
  • Stratos Wealth Partners sold 7,077 WEC Energy shares in Q1 2026, an estimated $795K.
  • WEC Energy made up 0.12% of Stratos Wealth Partners's portfolio in Q1 2026, its #177 holding.
  • Stratos Wealth Partners first reported a position in WEC Energy in Q2 2014 and has held it in 47 quarters since.
  • Stratos Wealth Partners's WEC Energy position peaked at $12M in Q3 2025.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.