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Beese Fulmer Investment Management’s WEC Energy WEC Stock Holding History

Beese Fulmer Investment Management’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
-2,814
Closed -$297K – 479
2025
Q4 		$297K Sell
2,814
-243
-8% -$26.9K 0.02% 292
2025
Q3 		$350K Buy
3,057
+89
+3% +$9.65K 0.02% 223
2025
Q2 		$309K Sell
2,968
-26
-0.9% -$2.77K 0.02% 230
2025
Q1 		$326K Buy
2,994
+366
+14% +$37.4K 0.03% 195
2024
Q4 		$247K Hold
2,628
– – 0.02% 201
2024
Q3 		$253K Hold
2,628
– – 0.02% 203
2024
Q2 		$206K Hold
2,628
– – 0.02% 212
2024
Q1 		$216K Hold
2,628
– – 0.02% 210
2023
Q4 		$221K Hold
2,628
– – 0.02% 208
2023
Q3 		$212K Hold
2,628
– – 0.02% 201
2023
Q2 		$232K Hold
2,628
– – 0.03% 198
2023
Q1 		$249K Hold
2,628
– – 0.03% 191
2022
Q4 		$246K Hold
2,628
– – 0.03% 193
2022
Q3 		$235K Hold
2,628
– – 0.03% 186
2022
Q2 		$264K Hold
2,628
– – 0.03% 188
2022
Q1 		$262K Hold
2,628
– – 0.03% 196
2021
Q4 		$255K Hold
2,628
– – 0.03% 207
2021
Q3 		$232K Hold
2,628
– – 0.03% 206
2021
Q2 		$234K Hold
2,628
– – 0.03% 198
2021
Q1 		$246K Hold
2,628
– – 0.03% 192
2020
Q4 		$242K Hold
2,628
– – 0.03% 182
2020
Q3 		$255K Hold
2,628
– – 0.04% 169
2020
Q2 		$230K Hold
2,628
– – 0.03% 170
2020
Q1 		$232K Hold
2,628
– – 0.04% 157
2019
Q4 		$242K Hold
2,628
– – 0.03% 176
2019
Q3 		$250K Hold
2,628
– – 0.04% 175
2019
Q2 		$219K Hold
2,628
– – 0.04% 161
2019
Q1 		$208K Buy
+2,628
New +$195K 0.04% 167

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

Beese Fulmer Investment Management's WEC Position: Q1 2026 in Review

Beese Fulmer Investment Management sold out of WEC Energy (WEC) in Q1 2026, closing a stake of 2,814 shares — an estimated $297K sold.

Beese Fulmer Investment Management first reported a position in WEC in Q1 2019 and held it in 28 quarters. The position peaked at $350K in Q3 2025. 1,372 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Beese Fulmer Investment Management reported no remaining WEC Energy position as of Q1 2026 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 2,814 WEC Energy shares in Q1 2026, an estimated $297K.
  • Beese Fulmer Investment Management first reported a position in WEC Energy in Q1 2019 and held it in 28 quarters.
  • Beese Fulmer Investment Management's WEC Energy position peaked at $350K in Q3 2025.
  • 1,372 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.