Wealthfront Advisers
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Wealthfront Advisers’s WEC Energy WEC Stock Holding History

Wealthfront Advisers’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 		$12.7M Buy
109,525
+7,838
+8% +$881K 0.03% 215
2025
Q4 		$10.7M Sell
101,687
-14,459
-12% -$1.6M 0.02% 243
2025
Q3 		$13.3M Buy
116,146
+2,901
+3% +$314K 0.03% 181
2025
Q2 		$11.8M Buy
113,245
+31,852
+39% +$3.39M 0.03% 196
2025
Q1 		$8.87M Buy
81,393
+12,242
+18% +$1.25M 0.02% 224
2024
Q4 		$6.5M Buy
69,151
+40,666
+143% +$3.94M 0.02% 259
2024
Q3 		$2.74M Buy
28,485
+4,632
+19% +$411K 0.01% 430
2024
Q2 		$1.87M Buy
23,853
+905
+4% +$73.5K 0.01% 501
2024
Q1 		$1.88M Buy
22,948
+1,296
+6% +$104K 0.01% 494
2023
Q4 		$1.82M Sell
21,652
-1,418
-6% -$117K 0.01% 479
2023
Q3 		$1.86M Sell
23,070
-3,774
-14% -$328K 0.01% 432
2023
Q2 		$2.37M Buy
26,844
+3,900
+17% +$360K 0.01% 386
2023
Q1 		$2.17M Sell
22,944
-26,959
-54% -$2.5M 0.01% 393
2022
Q4 		$4.68M Sell
49,903
-13,185
-21% -$1.22M 0.02% 211
2022
Q3 		$5.64M Sell
63,088
-2,387
-4% -$244K 0.03% 156
2022
Q2 		$6.59M Sell
65,475
-28,148
-30% -$2.85M 0.03% 146
2022
Q1 		$9.34M Buy
93,623
+37,701
+67% +$3.56M 0.04% 108
2021
Q4 		$5.43M Buy
55,922
+9,736
+21% +$890K 0.02% 180
2021
Q3 		$4.07M Buy
46,186
+8,789
+24% +$824K 0.02% 191
2021
Q2 		$3.33M Buy
37,397
+13,053
+54% +$1.23M 0.02% 194
2021
Q1 		$2.28M Sell
24,344
-599
-2% -$52.2K 0.01% 235
2020
Q4 		$2.3M Sell
24,943
-426
-2% -$41.5K 0.01% 191
2020
Q3 		$2.46M Sell
25,369
-2,167
-8% -$202K 0.02% 147
2020
Q2 		$2.41M Sell
27,536
-6,956
-20% -$628K 0.02% 133
2020
Q1 		$3.04M Buy
34,492
+9,274
+37% +$892K 0.03% 97
2019
Q4 		$2.33M Sell
25,218
-1,714
-6% -$156K 0.02% 150
2019
Q3 		$2.56M Buy
26,932
+3,066
+13% +$276K 0.02% 132
2019
Q2 		$1.99M Buy
23,866
+25
+0.1% +$2K 0.02% 159
2019
Q1 		$1.89M Buy
23,841
+3,790
+19% +$281K 0.02% 154
2018
Q4 		$1.39M Buy
+20,051
New +$1.41M 0.01% 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

Wealthfront Advisers's WEC Position: Q1 2026 in Review

Wealthfront Advisers increased its WEC Energy (WEC) stake by 7.7% in Q1 2026, buying an estimated $881K and bringing the position to 109,525 shares worth $12.7M. The position accounts for 0.03% of the portfolio, ranked #215.

Wealthfront Advisers first reported a position in WEC in Q4 2018 and has held it in 30 quarters since. The position peaked at $13.3M in Q3 2025. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Wealthfront Advisers held 109,525 shares of WEC Energy worth $12.7M as of Q1 2026.
  • Wealthfront Advisers bought 7,838 WEC Energy shares in Q1 2026, an estimated $881K.
  • WEC Energy made up 0.03% of Wealthfront Advisers's portfolio in Q1 2026, its #215 holding.
  • Wealthfront Advisers first reported a position in WEC Energy in Q4 2018 and has held it in 30 quarters since.
  • Wealthfront Advisers's WEC Energy position peaked at $13.3M in Q3 2025.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Wealthfront Advisers's 13F filing for Q1 2026, filed 5 May 2026.