U.S. Capital Wealth Advisors’s WEC Energy WEC Stock Holding History

U.S. Capital 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	$260K	Buy	2,246 +165	+8%	+$18.5K	0.01%	873
2025 Q4	$219K	Buy	+2,081	New	+$230K	0.01%	903
2023 Q1	–	Sell	-645	Closed	-$60.5K	–	1532
2022 Q4	$60.5K	Buy	+645	New	+$59.6K	﹤0.01%	837

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

U.S. Capital Wealth Advisors's WEC Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its WEC Energy (WEC) stake by 7.9% in Q1 2026, buying an estimated $18.5K and bringing the position to 2,246 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #873.

U.S. Capital Wealth Advisors first reported a position in WEC in Q4 2022 and has held it in 3 quarters since. 1,372 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

U.S. Capital Wealth Advisors held 2,246 shares of WEC Energy worth $260K as of Q1 2026.
U.S. Capital Wealth Advisors bought 165 WEC Energy shares in Q1 2026, an estimated $18.5K.
WEC Energy made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #873 holding.
U.S. Capital Wealth Advisors first reported a position in WEC Energy in Q4 2022 and has held it in 3 quarters since.
1,372 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.