WealthShield Partners’s WEC Energy WEC Stock Holding History

WealthShield Partners’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	$252K	Hold	2,179	–	–	0.03%	313
2025 Q4	$230K	Hold	2,179	–	–	0.03%	316
2025 Q3	$250K	Hold	2,179	–	–	0.03%	299
2025 Q2	$227K	Buy	+2,179	New	+$232K	0.03%	305
2022 Q2	–	Sell	-2,081	Closed	-$208K	–	335
2022 Q1	$208K	Sell	2,081 -1,138	-35%	-$107K	0.03%	313
2021 Q4	$312K	Buy	+3,219	New	+$294K	0.05%	228
2021 Q3	–	Sell	-871	Closed	-$89K	–	744
2021 Q2	$89K	Buy	871 +760	+685%	+$71.6K	0.01%	379
2021 Q1	$10K	Buy	+111	New	+$9.68K	﹤0.01%	812

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

WealthShield Partners's WEC Position: Q1 2026 in Review

WealthShield Partners held its WEC Energy (WEC) position steady in Q1 2026 at 2,179 shares worth $252K. The position accounts for 0.03% of the portfolio, ranked #313.

WealthShield Partners first reported a position in WEC in Q1 2021 and has held it in 8 quarters since. The position peaked at $312K in Q4 2021. 1,373 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

WealthShield Partners held 2,179 shares of WEC Energy worth $252K as of Q1 2026.
WealthShield Partners left its WEC Energy share count unchanged in Q1 2026.
WEC Energy made up 0.03% of WealthShield Partners's portfolio in Q1 2026, its #313 holding.
WealthShield Partners first reported a position in WEC Energy in Q1 2021 and has held it in 8 quarters since.
WealthShield Partners's WEC Energy position peaked at $312K in Q4 2021.
1,373 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.