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Wealthspire Advisors (New York)’s WEC Energy WEC Stock Holding History

Wealthspire Advisors (New York)’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 		$1.27M Sell
11,011
-610
-5% -$68.5K 0.01% 362
2025
Q4 		$1.23M Buy
11,621
+2,199
+23% +$243K 0.01% 389
2025
Q3 		$1.08M Sell
9,422
-506
-5% -$54.8K 0.01% 377
2025
Q2 		$1.03M Sell
9,928
-340
-3% -$36.2K 0.01% 378
2025
Q1 		$1.12M Buy
10,268
+741
+8% +$75.7K 0.01% 361
2024
Q4 		$896K Buy
9,527
+327
+4% +$31.7K 0.01% 391
2024
Q3 		$885K Sell
9,200
-558
-6% -$49.5K 0.01% 392
2024
Q2 		$766K Buy
9,758
+975
+11% +$79.2K 0.01% 355
2024
Q1 		$721K Sell
8,783
-305
-3% -$24.5K 0.01% 361
2023
Q4 		$765K Sell
9,088
-1,786
-16% -$147K 0.01% 353
2023
Q3 		$876K Buy
10,874
+2,066
+23% +$180K 0.01% 296
2023
Q2 		$777K Sell
8,808
-4,242
-33% -$392K 0.01% 296
2023
Q1 		$1.24M Buy
13,050
+4,424
+51% +$410K 0.02% 214
2022
Q4 		$809K Buy
8,626
+74
+0.9% +$6.84K 0.01% 298
2022
Q3 		$765K Buy
8,552
+1,626
+23% +$166K 0.02% 269
2022
Q2 		$697K Buy
6,926
+3,647
+111% +$370K 0.01% 268
2022
Q1 		$327K Sell
3,279
-3,301
-50% -$312K 0.01% 336
2021
Q4 		$639K Sell
6,580
-2,034
-24% -$186K 0.01% 279
2021
Q3 		$760K Sell
8,614
-3,498
-29% -$328K 0.02% 287
2021
Q2 		$1.08M Sell
12,112
-3,600
-23% -$339K 0.03% 155
2021
Q1 		$1.47M Buy
15,712
+1,519
+11% +$132K 0.03% 210
2020
Q4 		$1.31M Buy
14,193
+11,732
+477% +$1.14M 0.04% 176
2020
Q3 		$238K Buy
+2,461
New +$229K 0.01% 268
2020
Q2 		– Sell
-17,812
Closed -$1.57M – 532
2020
Q1 		$1.57M Buy
+17,812
New +$1.71M 0.07% 148
2019
Q1 		– Sell
-314
Closed -$22K – 792
2018
Q4 		$22K Buy
+314
New +$22.1K ﹤0.01% 321

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $344B AUM 42.99% 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

Wealthspire Advisors (New York)'s WEC Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its WEC Energy (WEC) stake by 5.2% in Q1 2026, selling an estimated $68.5K and leaving 11,011 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #362.

Wealthspire Advisors (New York) first reported a position in WEC in Q4 2018 and has held it in 25 quarters since. The position peaked at $1.57M in Q1 2020. 1,375 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Wealthspire Advisors (New York) held 11,011 shares of WEC Energy worth $1.27M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 610 WEC Energy shares in Q1 2026, an estimated $68.5K.
  • WEC Energy made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #362 holding.
  • Wealthspire Advisors (New York) first reported a position in WEC Energy in Q4 2018 and has held it in 25 quarters since.
  • Wealthspire Advisors (New York)'s WEC Energy position peaked at $1.57M in Q1 2020.
  • 1,375 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.