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Twin Peaks Wealth Advisors’s WEC Energy WEC Stock Holding History

Twin Peaks Wealth Advisors’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 		$20.5K Buy
+177
New +$19.9K 0.01% 707
2025
Q3 		– Sell
-99
Closed -$10.8K – 2123
2025
Q2 		$10.8K Buy
+99
New +$10.5K ﹤0.01% 900

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 Peaks Wealth Advisors's WEC Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in WEC Energy (WEC) in Q1 2026: 177 shares worth $20.5K. The stake represents 0.01% of the portfolio and ranks #707 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in WEC as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in WEC in Q2 2025 and has held it in 2 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Twin Peaks Wealth Advisors held 177 shares of WEC Energy worth $20.5K as of Q1 2026.
  • WEC Energy was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • WEC Energy made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #707 holding.
  • Twin Peaks Wealth Advisors first reported a position in WEC Energy in Q2 2025 and has held it in 2 quarters since.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.