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Sunbelt Securities’s WEC Energy WEC Stock Holding History

Sunbelt Securities’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 		$7.06K Sell
61
-1,328
-96% -$149K ﹤0.01% 1580
2025
Q4 		$146K Buy
1,389
+9
+0.7% +$996 0.01% 718
2025
Q3 		$158K Buy
1,380
+1,329
+2,606% +$144K 0.01% 709
2025
Q2 		$4.8K Sell
51
-1,339
-96% -$142K ﹤0.01% 1454
2025
Q1 		$151K Buy
1,390
+1,339
+2,625% +$137K 0.01% 634
2024
Q4 		$4.8K Hold
51
– – ﹤0.01% 1455
2024
Q3 		$4.91K Hold
51
– – ﹤0.01% 1445
2024
Q2 		$4K Hold
51
– – ﹤0.01% 1436
2024
Q1 		$4.19K Sell
51
-119
-70% -$9.57K ﹤0.01% 1397
2023
Q4 		$14.3K Sell
170
-1,009
-86% -$83.1K ﹤0.01% 1097
2023
Q3 		$95K Sell
1,179
-2
-0.2% -$174 0.01% 667
2023
Q2 		$104K Buy
1,181
+711
+151% +$65.7K 0.02% 638
2023
Q1 		$44.4K Buy
+470
New +$43.5K 0.01% 777
2020
Q1 		– Sell
-3,872
Closed -$357K – 657
2019
Q4 		$357K Buy
3,872
+16
+0.4% +$1.46K 0.04% 400
2019
Q3 		$367K Buy
+3,856
New +$347K 0.04% 370

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

Sunbelt Securities's WEC Position: Q1 2026 in Review

Sunbelt Securities reduced its WEC Energy (WEC) stake by 96% in Q1 2026, selling an estimated $149K and leaving 61 shares worth $7.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1580.

Sunbelt Securities first reported a position in WEC in Q3 2019 and has held it in 15 quarters since. The position peaked at $367K in Q3 2019. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Sunbelt Securities held 61 shares of WEC Energy worth $7.06K as of Q1 2026.
  • Sunbelt Securities sold 1,328 WEC Energy shares in Q1 2026, an estimated $149K.
  • WEC Energy made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1580 holding.
  • Sunbelt Securities first reported a position in WEC Energy in Q3 2019 and has held it in 15 quarters since.
  • Sunbelt Securities's WEC Energy position peaked at $367K in Q3 2019.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.