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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
Q2 		$222K Buy
+1,901
New +$217K 0.01% 360
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Beese Fulmer Investment Management's WEC Position: Q2 2026 in Review

Beese Fulmer Investment Management opened a new position in WEC Energy (WEC) in Q2 2026: 1,901 shares worth $222K. The stake represents 0.01% of the portfolio and ranks #360 among its holdings. This is a return to the name: Beese Fulmer Investment Management previously reported a position in WEC as recently as Q4 2025.

Beese Fulmer Investment Management first reported a position in WEC in Q1 2019 and has held it in 29 quarters since. The position peaked at $350K in Q3 2025. 1,407 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Beese Fulmer Investment Management held 1,901 shares of WEC Energy worth $222K as of Q2 2026.
  • WEC Energy was a new Beese Fulmer Investment Management position in Q2 2026.
  • WEC Energy made up 0.01% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #360 holding.
  • Beese Fulmer Investment Management first reported a position in WEC Energy in Q1 2019 and has held it in 29 quarters since.
  • Beese Fulmer Investment Management's WEC Energy position peaked at $350K in Q3 2025.
  • 1,407 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.