West Financial Advisors’s WEC Energy WEC Stock Holding History

West Financial Advisors’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	–	Sell	-73	Closed	-$7.7K	–	241
2025 Q4	$7.7K	Buy	+73	New	+$8.08K	﹤0.01%	152

Other funds holding WEC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

West Financial Advisors's WEC Position: Q1 2026 in Review

West Financial Advisors sold out of WEC Energy (WEC) in Q1 2026, closing a stake of 73 shares — an estimated $7.7K sold.

West Financial Advisors first reported a position in WEC in Q4 2025 and held it in 1 quarter. The position peaked at $7.7K in Q4 2025. 1,383 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

West Financial Advisors reported no remaining WEC Energy position as of Q1 2026 after selling out during the quarter.
West Financial Advisors sold 73 WEC Energy shares in Q1 2026, an estimated $7.7K.
West Financial Advisors first reported a position in WEC Energy in Q4 2025 and held it in 1 quarter.
West Financial Advisors's WEC Energy position peaked at $7.7K in Q4 2025.
1,383 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on West Financial Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.