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Wiser Advisor Group’s WEC Energy WEC Stock Holding History

Wiser Advisor Group’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 		$12.8K Hold
111
– – 0.02% 153
2025
Q4 		$11.7K Hold
111
– – 0.01% 166
2025
Q3 		$12.7K Buy
+111
New +$12K 0.02% 162
2025
Q2 		– Sell
-111
Closed -$12.1K – 259
2025
Q1 		$12.1K Hold
111
– – 0.02% 170
2024
Q4 		$10.4K Hold
111
– – 0.02% 177
2024
Q3 		$10.7K Hold
111
– – 0.02% 184
2024
Q2 		$8.71K Hold
111
– – 0.01% 201
2024
Q1 		$9.12K Hold
111
– – 0.01% 192
2023
Q4 		$9.34K Buy
+111
New +$9.14K 0.02% 186

Other funds holding WEC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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 $303B AUM 30.15% 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

Wiser Advisor Group's WEC Position: Q1 2026 in Review

Wiser Advisor Group held its WEC Energy (WEC) position steady in Q1 2026 at 111 shares worth $12.8K. The position accounts for 0.02% of the portfolio, ranked #153.

Wiser Advisor Group first reported a position in WEC in Q4 2023 and has held it in 9 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Wiser Advisor Group held 111 shares of WEC Energy worth $12.8K as of Q1 2026.
  • Wiser Advisor Group left its WEC Energy share count unchanged in Q1 2026.
  • WEC Energy made up 0.02% of Wiser Advisor Group's portfolio in Q1 2026, its #153 holding.
  • Wiser Advisor Group first reported a position in WEC Energy in Q4 2023 and has held it in 9 quarters since.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Wiser Advisor Group's 13F filing for Q1 2026, filed 22 Apr 2026.