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TFC Financial Management’s WEC Energy WEC Stock Holding History

TFC Financial Management’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 		$122K Hold
1,054
– – 0.02% 180
2025
Q4 		$111K Sell
1,054
-4
-0.4% -$443 0.01% 192
2025
Q3 		$121K Buy
1,058
+4
+0.4% +$434 0.02% 174
2025
Q2 		$110K Hold
1,054
– – 0.02% 190
2025
Q1 		$115K Hold
1,054
– – 0.02% 177
2024
Q4 		$99.1K Sell
1,054
-26
-2% -$2.52K 0.02% 192
2024
Q3 		$104K Buy
1,080
+52
+5% +$4.61K 0.02% 189
2024
Q2 		$80.7K Hold
1,028
– – 0.01% 195
2024
Q1 		$84.4K Sell
1,028
-29
-3% -$2.33K 0.02% 190
2023
Q4 		$89K Buy
1,057
+5
+0.5% +$412 0.02% 182
2023
Q3 		$84.7K Buy
1,052
+40
+4% +$3.48K 0.02% 177
2023
Q2 		$89.3K Buy
1,012
+12
+1% +$1.11K 0.02% 177
2023
Q1 		$94.8K Hold
1,000
– – 0.02% 172
2022
Q4 		$93.8K Hold
1,000
– – 0.03% 162
2022
Q3 		$89K Hold
1,000
– – 0.03% 159
2022
Q2 		$101K Hold
1,000
– – 0.03% 154
2022
Q1 		$100K Hold
1,000
– – 0.03% 159
2021
Q4 		$97K Hold
1,000
– – 0.03% 165
2021
Q3 		$88K Hold
1,000
– – 0.03% 173
2021
Q2 		$89K Sell
1,000
-222
-18% -$20.9K 0.03% 163
2021
Q1 		$114K Hold
1,222
– – 0.05% 133
2020
Q4 		$112K Hold
1,222
– – 0.05% 132
2020
Q3 		$118K Buy
+1,222
New +$114K 0.06% 105

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

TFC Financial Management's WEC Position: Q1 2026 in Review

TFC Financial Management held its WEC Energy (WEC) position steady in Q1 2026 at 1,054 shares worth $122K. The position accounts for 0.02% of the portfolio, ranked #180.

TFC Financial Management first reported a position in WEC in Q3 2020 and has held it in 23 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • TFC Financial Management held 1,054 shares of WEC Energy worth $122K as of Q1 2026.
  • TFC Financial Management left its WEC Energy share count unchanged in Q1 2026.
  • WEC Energy made up 0.02% of TFC Financial Management's portfolio in Q1 2026, its #180 holding.
  • TFC Financial Management first reported a position in WEC Energy in Q3 2020 and has held it in 23 quarters since.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.