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Truvestments Capital’s WEC Energy WEC Stock Holding History

Truvestments Capital’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 		$32.2K Buy
278
+42
+18% +$4.72K 0.01% 562
2025
Q4 		$24.9K Hold
236
– – ﹤0.01% 553
2025
Q3 		$27K Buy
236
+3
+1% +$325 ﹤0.01% 539
2025
Q2 		$24.3K Hold
233
– – ﹤0.01% 501
2025
Q1 		$25.4K Buy
+233
New +$23.8K 0.01% 510
2023
Q1 		– Sell
-97
Closed -$9.1K – 945
2022
Q4 		$9.1K Buy
+97
New +$8.96K 0.01% 466
2019
Q4 		– Sell
-79
Closed -$8K – 587
2019
Q3 		$8K Hold
79
– – 0.01% 522
2019
Q2 		$7K Hold
79
– – ﹤0.01% 582
2019
Q1 		$6K Buy
+79
New +$5.86K ﹤0.01% 587

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

Truvestments Capital's WEC Position: Q1 2026 in Review

Truvestments Capital increased its WEC Energy (WEC) stake by 18% in Q1 2026, buying an estimated $4.72K and bringing the position to 278 shares worth $32.2K. The position accounts for 0.01% of the portfolio, ranked #562.

Truvestments Capital first reported a position in WEC in Q1 2019 and has held it in 9 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Truvestments Capital held 278 shares of WEC Energy worth $32.2K as of Q1 2026.
  • Truvestments Capital bought 42 WEC Energy shares in Q1 2026, an estimated $4.72K.
  • WEC Energy made up 0.01% of Truvestments Capital's portfolio in Q1 2026, its #562 holding.
  • Truvestments Capital first reported a position in WEC Energy in Q1 2019 and has held it in 9 quarters since.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Truvestments Capital's 13F filing for Q1 2026, filed 13 May 2026.