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Vermillion & White Wealth Management Group’s WEC Energy WEC Stock Holding History

Vermillion & White Wealth Management Group’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
-312
Closed -$32.9K – 538
2025
Q4 		$32.9K Hold
312
– – 0.02% 199
2025
Q3 		$35.8K Buy
+312
New +$33.8K 0.02% 185

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

Vermillion & White Wealth Management Group's WEC Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of WEC Energy (WEC) in Q1 2026, closing a stake of 312 shares — an estimated $32.9K sold.

Vermillion & White Wealth Management Group first reported a position in WEC in Q3 2025 and held it in 2 quarters. The position peaked at $35.8K in Q3 2025. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Vermillion & White Wealth Management Group reported no remaining WEC Energy position as of Q1 2026 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 312 WEC Energy shares in Q1 2026, an estimated $32.9K.
  • Vermillion & White Wealth Management Group first reported a position in WEC Energy in Q3 2025 and held it in 2 quarters.
  • Vermillion & White Wealth Management Group's WEC Energy position peaked at $35.8K in Q3 2025.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.