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Waverly Advisors’s WEC Energy WEC Stock Holding History

Waverly 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 		$1.3M Buy
11,190
+552
+5% +$62K 0.01% 754
2025
Q4 		$1.12M Buy
10,638
+4,701
+79% +$521K 0.01% 723
2025
Q3 		$680K Buy
5,937
+724
+14% +$78.5K 0.01% 751
2025
Q2 		$543K Buy
5,213
+58
+1% +$6.17K 0.01% 776
2025
Q1 		$562K Buy
5,155
+324
+7% +$33.1K 0.01% 740
2024
Q4 		$454K Buy
4,831
+582
+14% +$56.4K 0.01% 704
2024
Q3 		$409K Sell
4,249
-122
-3% -$10.8K 0.01% 615
2024
Q2 		$343K Buy
4,371
+883
+25% +$71.7K 0.01% 637
2024
Q1 		$286K Buy
+3,488
New +$280K 0.01% 586
2018
Q4 		– Sell
-3,484
Closed -$233K – 196
2018
Q3 		$233K Hold
3,484
– – 0.03% 165
2018
Q2 		$225K Hold
3,484
– – 0.04% 164
2018
Q1 		$218K Buy
3,484
+3,153
+953% +$196K 0.04% 163
2017
Q4 		$22K Buy
+331
New +$22.2K ﹤0.01% 284
2014
Q4 		– Sell
-2,828
Closed -$122K – 682
2014
Q3 		$122K Buy
2,828
+923
+48% +$41K 0.07% 117
2014
Q2 		$89K Hold
1,905
– – 0.04% 161
2014
Q1 		$89K Hold
1,905
– – 0.04% 159
2013
Q4 		$79K Buy
+1,905
New +$79K 0.03% 270

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

Waverly Advisors's WEC Position: Q1 2026 in Review

Waverly Advisors increased its WEC Energy (WEC) stake by 5.2% in Q1 2026, buying an estimated $62K and bringing the position to 11,190 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #754.

Waverly Advisors first reported a position in WEC in Q4 2013 and has held it in 17 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Waverly Advisors held 11,190 shares of WEC Energy worth $1.3M as of Q1 2026.
  • Waverly Advisors bought 552 WEC Energy shares in Q1 2026, an estimated $62K.
  • WEC Energy made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #754 holding.
  • Waverly Advisors first reported a position in WEC Energy in Q4 2013 and has held it in 17 quarters since.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.