Winnow Wealth’s WEC Energy WEC Stock Holding History

Winnow Wealth’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	-8	Closed	-$848	–	562
2025 Q4	$848	Hold	8	–	–	﹤0.01%	447
2025 Q3	$920	Buy	+8	New	+$867	﹤0.01%	428
2025 Q2	–	Sell	-8	Closed	-$853	–	676
2025 Q1	$853	Buy	8 +3	+60%	+$306	﹤0.01%	407
2024 Q4	$465	Buy	+5	New	+$485	﹤0.01%	445

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

Winnow Wealth's WEC Position: Q1 2026 in Review

Winnow Wealth sold out of WEC Energy (WEC) in Q1 2026, closing a stake of 8 shares — an estimated $848 sold.

Winnow Wealth first reported a position in WEC in Q4 2024 and held it in 4 quarters. The position peaked at $920 in Q3 2025. 1,383 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Winnow Wealth reported no remaining WEC Energy position as of Q1 2026 after selling out during the quarter.
Winnow Wealth sold 8 WEC Energy shares in Q1 2026, an estimated $848.
Winnow Wealth first reported a position in WEC Energy in Q4 2024 and held it in 4 quarters.
Winnow Wealth's WEC Energy position peaked at $920 in Q3 2025.
1,383 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.