Tradition Wealth Management’s WEC Energy WEC Stock Holding History

Tradition Wealth 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	$219K	Buy	+1,889	New	+$212K	0.02%	456
2025 Q4	–	Sell	-1,842	Closed	-$211K	–	516
2025 Q3	$211K	Buy	+1,842	New	+$200K	0.02%	451
2024 Q1	–	Sell	-1,120	Closed	-$94K	–	1185
2023 Q4	$94K	Sell	1,120 -36	-3%	-$2.96K	0.01%	489
2023 Q3	$93K	Buy	1,156 +6	+0.5%	+$521	0.01%	457
2023 Q2	$102K	Buy	1,150 +74	+7%	+$6.84K	0.01%	456
2023 Q1	$102K	Sell	1,076 -1	-0.1%	-$93	0.01%	440
2022 Q4	$101K	Buy	1,077 +12	+1%	+$1.11K	0.01%	375
2022 Q3	$95K	Buy	+1,065	New	+$109K	0.01%	371

Other funds holding WEC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Tradition Wealth Management's WEC Position: Q1 2026 in Review

Tradition Wealth Management opened a new position in WEC Energy (WEC) in Q1 2026: 1,889 shares worth $219K. The stake represents 0.02% of the portfolio and ranks #456 among its holdings. This is a return to the name: Tradition Wealth Management previously reported a position in WEC as recently as Q3 2025.

Tradition Wealth Management first reported a position in WEC in Q3 2022 and has held it in 8 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Tradition Wealth Management held 1,889 shares of WEC Energy worth $219K as of Q1 2026.
WEC Energy was a new Tradition Wealth Management position in Q1 2026.
WEC Energy made up 0.02% of Tradition Wealth Management's portfolio in Q1 2026, its #456 holding.
Tradition Wealth Management first reported a position in WEC Energy in Q3 2022 and has held it in 8 quarters since.
1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.