Beaton Management Company’s WEC Energy WEC Stock Holding History

Beaton Management 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	$878K	Hold	7,584	–	–	0.39%	67
2025 Q4	$800K	Hold	7,584	–	–	0.35%	72
2025 Q3	$869K	Hold	7,584	–	–	0.4%	67
2025 Q2	$790K	Hold	7,584	–	–	0.39%	69
2025 Q1	$827K	Hold	7,584	–	–	0.43%	63
2024 Q4	$713K	Hold	7,584	–	–	0.36%	73
2024 Q3	$729K	Sell	7,584 -404	-5%	-$35.8K	0.37%	73
2024 Q2	$627K	Hold	7,988	–	–	0.34%	75
2024 Q1	$646K	Hold	7,988	–	–	0.35%	76
2023 Q4	$672K	Hold	7,988	–	–	0.4%	74
2023 Q3	$643K	Buy	7,988 +17	+0.2%	+$1.48K	0.42%	70
2023 Q2	$703K	Hold	7,971	–	–	0.44%	69
2023 Q1	$756K	Hold	7,971	–	–	0.51%	62
2022 Q4	$747K	Hold	7,971	–	–	0.5%	63
2022 Q3	$713K	Hold	7,971	–	–	0.54%	58
2022 Q2	$802K	Hold	7,971	–	–	0.57%	57
2022 Q1	$796K	Hold	7,971	–	–	0.49%	61
2021 Q4	$774K	Hold	7,971	–	–	0.46%	60
2021 Q3	$703K	Hold	7,971	–	–	0.46%	62
2021 Q2	$709K	Hold	7,971	–	–	0.45%	64
2021 Q1	$746K	Hold	7,971	–	–	0.52%	61
2020 Q4	$734K	Sell	7,971 -750	-9%	-$73K	0.54%	59
2020 Q3	$845K	Sell	8,721 -100	-1%	-$9.32K	0.7%	48
2020 Q2	$773K	Hold	8,821	–	–	0.69%	49
2020 Q1	$777K	Sell	8,821 -100	-1%	-$9.62K	0.78%	49
2019 Q4	$823K	Sell	8,921 -200	-2%	-$18.2K	0.65%	52
2019 Q3	$867K	Sell	9,121 -750	-8%	-$67.6K	0.7%	47
2019 Q2	$823K	Hold	9,871	–	–	0.68%	51
2019 Q1	$781K	Hold	9,871	–	–	0.68%	52
2018 Q4	$684K	Hold	9,871	–	–	0.67%	49
2018 Q3	$659K	Sell	9,871 -1,000	-9%	-$66.7K	0.54%	54
2018 Q2	$703K	Hold	10,871	–	–	0.63%	53
2018 Q1	$682K	Hold	10,871	–	–	0.63%	53
2017 Q4	$722K	Hold	10,871	–	–	0.65%	54
2017 Q3	$682K	Hold	10,871	–	–	0.64%	52
2017 Q2	$667K	Buy	+10,871	New	+$672K	0.66%	52

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

Beaton Management Company's WEC Position: Q1 2026 in Review

Beaton Management Company held its WEC Energy (WEC) position steady in Q1 2026 at 7,584 shares worth $878K. The position accounts for 0.39% of the portfolio, ranked #67.

Beaton Management Company first reported a position in WEC in Q2 2017 and has held it in 36 quarters since. 1,372 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Beaton Management Company held 7,584 shares of WEC Energy worth $878K as of Q1 2026.
Beaton Management Company left its WEC Energy share count unchanged in Q1 2026.
WEC Energy made up 0.39% of Beaton Management Company's portfolio in Q1 2026, its #67 holding.
Beaton Management Company first reported a position in WEC Energy in Q2 2017 and has held it in 36 quarters since.
1,372 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Beaton Management Company's 13F filing for Q1 2026, filed 12 May 2026.