WBI Investments’s WEC Energy WEC Stock Holding History

WBI Investments’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	$1.18M	Buy	+10,234	New	+$1.15M	0.33%	83
2016 Q4	–	Sell	-343,204	Closed	-$20.6M	–	409
2016 Q3	$20.6M	Sell	343,204 -168,519	-33%	-$10.5M	0.79%	34
2016 Q2	$33.4M	Buy	+511,723	New	+$30.8M	1.19%	25
2014 Q2	–	Sell	-681,606	Closed	-$31.7M	–	129
2014 Q1	$31.7M	Buy	681,606 +66,587	+11%	+$2.87M	1.39%	20
2013 Q4	$25.4M	Buy	615,019 +100,152	+19%	+$4.16M	1.12%	32
2013 Q3	$20.8M	Buy	+514,867	New	+$21.4M	0.99%	35

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

WBI Investments's WEC Position: Q1 2026 in Review

WBI Investments opened a new position in WEC Energy (WEC) in Q1 2026: 10,234 shares worth $1.18M. The stake represents 0.33% of the portfolio and ranks #83 among its holdings. This is a return to the name: WBI Investments previously reported a position in WEC as recently as Q3 2016.

WBI Investments first reported a position in WEC in Q3 2013 and has held it in 6 quarters since. The position peaked at $33.4M in Q2 2016. 1,373 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

WBI Investments held 10,234 shares of WEC Energy worth $1.18M as of Q1 2026.
WEC Energy was a new WBI Investments position in Q1 2026.
WEC Energy made up 0.33% of WBI Investments's portfolio in Q1 2026, its #83 holding.
WBI Investments first reported a position in WEC Energy in Q3 2013 and has held it in 6 quarters since.
WBI Investments's WEC Energy position peaked at $33.4M in Q2 2016.
1,373 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.