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Tucker Asset Management’s WEC Energy WEC Stock Holding History

Tucker Asset 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 		– Sell
-168
Closed -$17.7K – 1028
2025
Q4 		$17.7K Buy
+168
New +$18.6K 0.01% 481
2025
Q1 		– Sell
-124
Closed -$11.7K – 942
2024
Q4 		$11.7K Buy
124
+65
+110% +$6.3K ﹤0.01% 704
2024
Q3 		$5.67K Hold
59
– – ﹤0.01% 875
2024
Q2 		$4.63K Buy
59
+22
+59% +$1.79K ﹤0.01% 1087
2024
Q1 		$3.04K Hold
37
– – ﹤0.01% 1223
2023
Q4 		$3.11K Sell
37
-36
-49% -$2.96K ﹤0.01% 1031
2023
Q3 		$5.88K Hold
73
– – ﹤0.01% 788
2023
Q2 		$6.44K Hold
73
– – ﹤0.01% 621
2023
Q1 		$6.92K Buy
+73
New +$6.76K ﹤0.01% 633

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Tucker Asset Management's WEC Position: Q1 2026 in Review

Tucker Asset Management sold out of WEC Energy (WEC) in Q1 2026, closing a stake of 168 shares — an estimated $17.7K sold.

Tucker Asset Management first reported a position in WEC in Q1 2023 and held it in 9 quarters. The position peaked at $17.7K in Q4 2025. 1,382 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Tucker Asset Management reported no remaining WEC Energy position as of Q1 2026 after selling out during the quarter.
  • Tucker Asset Management sold 168 WEC Energy shares in Q1 2026, an estimated $17.7K.
  • Tucker Asset Management first reported a position in WEC Energy in Q1 2023 and held it in 9 quarters.
  • Tucker Asset Management's WEC Energy position peaked at $17.7K in Q4 2025.
  • 1,382 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.