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 Q3	$54.4K	Hold	540	–	–	0.01%	292
2026 Q2	$63.1K	Hold	540	–	–	0.02%	295
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barrett & Company's WEC Position: Q3 2026 in Review

Barrett & Company held its WEC Energy (WEC) position steady in Q3 2026 at 540 shares worth $54.4K. The position accounts for 0.01% of the portfolio, ranked #292.

Barrett & Company first reported a position in WEC in Q3 2022 and has held it in 17 quarters since. The position peaked at $86.1K in Q2 2025. 863 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

Barrett & Company held 540 shares of WEC Energy worth $54.4K as of Q3 2026.
Barrett & Company left its WEC Energy share count unchanged in Q3 2026.
WEC Energy made up 0.01% of Barrett & Company's portfolio in Q3 2026, its #292 holding.
Barrett & Company first reported a position in WEC Energy in Q3 2022 and has held it in 17 quarters since.
Barrett & Company's WEC Energy position peaked at $86.1K in Q2 2025.
863 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Barrett & Company's 13F filing for Q3 2026, filed 22 Oct 2026.