WestEnd Advisors’s WEC Energy WEC Stock Holding History

WestEnd 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	$1.5K	Hold	13	–	–	﹤0.01%	184
2025 Q4	$1.37K	Sell	13 -2	-13%	-$221	﹤0.01%	200
2025 Q3	$1.72K	Buy	+15	New	+$1.63K	﹤0.01%	171
2024 Q4	–	Sell	-4	Closed	-$385	–	406
2024 Q3	$385	Hold	4	–	–	﹤0.01%	207
2024 Q2	$314	Sell	4 -1	-20%	-$81	﹤0.01%	204
2024 Q1	$411	Hold	5	–	–	﹤0.01%	170
2023 Q4	$421	Sell	5 -3	-38%	-$247	﹤0.01%	170
2023 Q3	$644	Buy	+8	New	+$695	﹤0.01%	131
2023 Q1	–	Sell	-7	Closed	-$648	–	132
2022 Q4	$656	Buy	7 +2	+40%	+$185	﹤0.01%	130
2022 Q3	$0	Buy	5 +2	+67%	+$204	﹤0.01%	332
2022 Q2	$301	Buy	+3	New	+$304	﹤0.01%	173

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

WestEnd Advisors's WEC Position: Q1 2026 in Review

WestEnd Advisors held its WEC Energy (WEC) position steady in Q1 2026 at 13 shares worth $1.5K. The position accounts for ﹤0.01% of the portfolio, ranked #184.

WestEnd Advisors first reported a position in WEC in Q2 2022 and has held it in 11 quarters since. The position peaked at $1.72K in Q3 2025. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

WestEnd Advisors held 13 shares of WEC Energy worth $1.5K as of Q1 2026.
WestEnd Advisors left its WEC Energy share count unchanged in Q1 2026.
WEC Energy made up ﹤0.01% of WestEnd Advisors's portfolio in Q1 2026, its #184 holding.
WestEnd Advisors first reported a position in WEC Energy in Q2 2022 and has held it in 11 quarters since.
WestEnd Advisors's WEC Energy position peaked at $1.72K in Q3 2025.
1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on WestEnd Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.