Barrett & Company’s WEC Energy WEC Stock Holding History

Barrett & Company’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	$62.5K	Hold	540	–	–	0.02%	267
2025 Q4	$56.9K	Hold	540	–	–	0.02%	277
2025 Q3	$61.9K	Sell	540 -286	-35%	-$31K	0.02%	269
2025 Q2	$86.1K	Buy	826 +286	+53%	+$30.4K	0.03%	229
2025 Q1	$58.8K	Hold	540	–	–	0.03%	248
2024 Q4	$50.8K	Hold	540	–	–	0.02%	268
2024 Q3	$51.9K	Hold	540	–	–	0.02%	255
2024 Q2	$42.4K	Hold	540	–	–	0.02%	290
2024 Q1	$44.3K	Hold	540	–	–	0.02%	289
2023 Q4	$45.5K	Hold	540	–	–	0.02%	264
2023 Q3	$43.5K	Sell	540 -60	-10%	-$5.21K	0.03%	257
2023 Q2	$52.9K	Hold	600	–	–	0.03%	244
2023 Q1	$56.9K	Hold	600	–	–	0.04%	233
2022 Q4	$56.3K	Hold	600	–	–	0.04%	220
2022 Q3	$56.3K	Buy	+600	New	+$61.3K	0.04%	220

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

Barrett & Company's WEC Position: Q1 2026 in Review

Barrett & Company held its WEC Energy (WEC) position steady in Q1 2026 at 540 shares worth $62.5K. The position accounts for 0.02% of the portfolio, ranked #267.

Barrett & Company first reported a position in WEC in Q3 2022 and has held it in 15 quarters since. The position peaked at $86.1K in Q2 2025. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Barrett & Company held 540 shares of WEC Energy worth $62.5K as of Q1 2026.
Barrett & Company left its WEC Energy share count unchanged in Q1 2026.
WEC Energy made up 0.02% of Barrett & Company's portfolio in Q1 2026, its #267 holding.
Barrett & Company first reported a position in WEC Energy in Q3 2022 and has held it in 15 quarters since.
Barrett & Company's WEC Energy position peaked at $86.1K in Q2 2025.
1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.