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Twin City Private Wealth’s WEC Energy WEC Stock Holding History

Twin City Private Wealth’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 		$1.4M Sell
12,128
-598
-5% -$67.2K 1.07% 37
2025
Q4 		$1.34M Buy
12,726
+1,535
+14% +$170K 1.02% 40
2025
Q3 		$1.28M Buy
11,191
+194
+2% +$21K 1% 39
2025
Q2 		$1.15M Sell
10,997
-488
-4% -$51.9K 0.94% 40
2025
Q1 		$1.25M Sell
11,485
-226
-2% -$23.1K 1.1% 35
2024
Q4 		$1.1M Buy
11,711
+558
+5% +$54.1K 0.97% 41
2024
Q3 		$1.07M Buy
11,153
+1,539
+16% +$136K 0.93% 45
2024
Q2 		$754K Buy
+9,614
New +$781K 0.71% 56

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

Twin City Private Wealth's WEC Position: Q1 2026 in Review

Twin City Private Wealth reduced its WEC Energy (WEC) stake by 4.7% in Q1 2026, selling an estimated $67.2K and leaving 12,128 shares worth $1.4M. The position accounts for 1.07% of the portfolio, ranked #37.

Twin City Private Wealth first reported a position in WEC in Q2 2024 and has held it in 8 quarters since. 1,373 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Twin City Private Wealth held 12,128 shares of WEC Energy worth $1.4M as of Q1 2026.
  • Twin City Private Wealth sold 598 WEC Energy shares in Q1 2026, an estimated $67.2K.
  • WEC Energy made up 1.07% of Twin City Private Wealth's portfolio in Q1 2026, its #37 holding.
  • Twin City Private Wealth first reported a position in WEC Energy in Q2 2024 and has held it in 8 quarters since.
  • 1,373 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Twin City Private Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.