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Tidal Investments’s WEC Energy WEC Stock Holding History

Tidal Investments’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 		$1.21M Buy
10,473
+3,019
+41% +$339K ﹤0.01% 1362
2025
Q4 		$786K Buy
7,454
+3,749
+101% +$415K ﹤0.01% 1403
2025
Q3 		$425K Sell
3,705
-6,502
-64% -$705K ﹤0.01% 1650
2025
Q2 		$1.06M Sell
10,207
-224
-2% -$23.8K 0.01% 1006
2025
Q1 		$1.14M Buy
10,431
+5,391
+107% +$551K 0.01% 927
2024
Q4 		$474K Buy
5,040
+612
+14% +$59.3K ﹤0.01% 1413
2024
Q3 		$426K Buy
4,428
+166
+4% +$14.7K ﹤0.01% 1451
2024
Q2 		$334K Sell
4,262
-1,034
-20% -$84K ﹤0.01% 1473
2024
Q1 		$435K Buy
5,296
+49
+0.9% +$3.94K 0.01% 1245
2023
Q4 		$442K Sell
5,247
-27
-0.5% -$2.22K 0.01% 996
2023
Q3 		$425K Buy
5,274
+717
+16% +$62.3K 0.01% 910
2023
Q2 		$402K Buy
4,557
+229
+5% +$21.2K 0.01% 925
2023
Q1 		$410K Buy
4,328
+375
+9% +$34.7K 0.01% 854
2022
Q4 		$371K Sell
3,953
-1,247
-24% -$115K 0.01% 757
2022
Q3 		$465K Buy
5,200
+1,520
+41% +$155K 0.02% 590
2022
Q2 		$370K Sell
3,680
-446
-11% -$45.2K 0.01% 700
2022
Q1 		$412K Buy
4,126
+458
+12% +$43.3K 0.01% 721
2021
Q4 		$356K Buy
3,668
+670
+22% +$61.2K 0.01% 716
2021
Q3 		$264K Buy
2,998
+420
+16% +$39.4K 0.01% 714
2021
Q2 		$229K Buy
+2,578
New +$243K 0.01% 652

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

Tidal Investments's WEC Position: Q1 2026 in Review

Tidal Investments increased its WEC Energy (WEC) stake by 41% in Q1 2026, buying an estimated $339K and bringing the position to 10,473 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #1362.

Tidal Investments first reported a position in WEC in Q2 2021 and has held it in 20 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Tidal Investments held 10,473 shares of WEC Energy worth $1.21M as of Q1 2026.
  • Tidal Investments bought 3,019 WEC Energy shares in Q1 2026, an estimated $339K.
  • WEC Energy made up ﹤0.01% of Tidal Investments's portfolio in Q1 2026, its #1362 holding.
  • Tidal Investments first reported a position in WEC Energy in Q2 2021 and has held it in 20 quarters since.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.