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Wealth Alliance’s WEC Energy WEC Stock Holding History

Wealth Alliance’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 		$2.32M Buy
20,043
+5,554
+38% +$624K 0.23% 89
2025
Q4 		$1.53M Sell
14,489
-72
-0.5% -$7.97K 0.15% 129
2025
Q3 		$1.67M Buy
14,561
+36
+0.2% +$3.9K 0.17% 110
2025
Q2 		$1.51M Buy
14,525
+118
+0.8% +$12.6K 0.17% 122
2025
Q1 		$1.57M Buy
14,407
+317
+2% +$32.4K 0.19% 105
2024
Q4 		$1.33M Buy
14,090
+110
+0.8% +$10.7K 0.16% 126
2024
Q3 		$1.34M Buy
13,980
+4,818
+53% +$427K 0.16% 127
2024
Q2 		$719K Buy
9,162
+781
+9% +$63.4K 0.09% 193
2024
Q1 		$688K Sell
8,381
-1,042
-11% -$83.8K 0.09% 214
2023
Q4 		$793K Sell
9,423
-500
-5% -$41.2K 0.11% 182
2023
Q3 		$799K Buy
9,923
+95
+1% +$8.25K 0.13% 170
2023
Q2 		$867K Sell
9,828
-49
-0.5% -$4.53K 0.13% 164
2023
Q1 		$936K Buy
9,877
+181
+2% +$16.8K 0.15% 146
2022
Q4 		$909K Sell
9,696
-14
-0.1% -$1.29K 0.16% 146
2022
Q3 		$869K Buy
9,710
+89
+0.9% +$9.09K 0.17% 132
2022
Q2 		$969K Sell
9,621
-294
-3% -$29.8K 0.19% 127
2022
Q1 		$990K Buy
9,915
+310
+3% +$29.3K 0.2% 117
2021
Q4 		$932K Buy
9,605
+1,933
+25% +$177K 0.19% 120
2021
Q3 		$677K Buy
7,672
+50
+0.7% +$4.69K 0.15% 151
2021
Q2 		$678K Buy
7,622
+1,391
+22% +$131K 0.16% 151
2021
Q1 		$583K Sell
6,231
-1,266
-17% -$110K 0.16% 150
2020
Q4 		$690K Buy
7,497
+407
+6% +$39.6K 0.2% 130
2020
Q3 		$687K Buy
7,090
+296
+4% +$27.6K 0.25% 105
2020
Q2 		$595K Sell
6,794
-303
-4% -$27.3K 0.24% 111
2020
Q1 		$625K Buy
+7,097
New +$683K 0.34% 86

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

Wealth Alliance's WEC Position: Q1 2026 in Review

Wealth Alliance increased its WEC Energy (WEC) stake by 38% in Q1 2026, buying an estimated $624K and bringing the position to 20,043 shares worth $2.32M. The position accounts for 0.23% of the portfolio, ranked #89.

Wealth Alliance first reported a position in WEC in Q1 2020 and has held it in 25 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Wealth Alliance held 20,043 shares of WEC Energy worth $2.32M as of Q1 2026.
  • Wealth Alliance bought 5,554 WEC Energy shares in Q1 2026, an estimated $624K.
  • WEC Energy made up 0.23% of Wealth Alliance's portfolio in Q1 2026, its #89 holding.
  • Wealth Alliance first reported a position in WEC Energy in Q1 2020 and has held it in 25 quarters since.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.