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Vident Advisory’s WEC Energy WEC Stock Holding History

Vident Advisory’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 		$1.98M Sell
17,135
-9,308
-35% -$1.05M 0.02% 630
2025
Q4 		$2.79M Buy
26,443
+749
+3% +$82.9K 0.03% 476
2025
Q3 		$2.94M Sell
25,694
-533
-2% -$57.8K 0.03% 440
2025
Q2 		$2.73M Buy
26,227
+1,438
+6% +$153K 0.03% 418
2025
Q1 		$2.7M Buy
24,789
+3,843
+18% +$392K 0.04% 380
2024
Q4 		$1.97M Buy
20,946
+750
+4% +$72.7K 0.03% 418
2024
Q3 		$1.94M Sell
20,196
-914
-4% -$81K 0.05% 391
2024
Q2 		$1.66M Buy
21,110
+3,092
+17% +$251K 0.05% 434
2024
Q1 		$1.48M Buy
18,018
+13,649
+312% +$1.1M 0.03% 465
2023
Q4 		$368K Buy
4,369
+160
+4% +$13.2K 0.01% 909
2023
Q3 		$339K Buy
+4,209
New +$366K 0.01% 845

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

Vident Advisory's WEC Position: Q1 2026 in Review

Vident Advisory reduced its WEC Energy (WEC) stake by 35% in Q1 2026, selling an estimated $1.05M and leaving 17,135 shares worth $1.98M. The position accounts for 0.02% of the portfolio, ranked #630.

Vident Advisory first reported a position in WEC in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.94M in Q3 2025. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Vident Advisory held 17,135 shares of WEC Energy worth $1.98M as of Q1 2026.
  • Vident Advisory sold 9,308 WEC Energy shares in Q1 2026, an estimated $1.05M.
  • WEC Energy made up 0.02% of Vident Advisory's portfolio in Q1 2026, its #630 holding.
  • Vident Advisory first reported a position in WEC Energy in Q3 2023 and has held it in 11 quarters since.
  • Vident Advisory's WEC Energy position peaked at $2.94M in Q3 2025.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Vident Advisory's 13F filing for Q1 2026, filed 15 May 2026.