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Benjamin Edwards Inc’s WEC Energy WEC Stock Holding History

Benjamin Edwards Inc’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 		$60.5M Sell
517,902
-66,588
-11% -$7.6M 0.55% 31
2026
Q1 		$67.7M Sell
584,490
-14,657
-2% -$1.65M 0.67% 26
2025
Q4 		$63.2M Sell
599,147
-24,477
-4% -$2.71M 0.7% 25
2025
Q3 		$71.5M Buy
623,624
+5,320
+0.9% +$577K 0.81% 21
2025
Q2 		$64.4M Buy
618,304
+8,598
+1% +$915K 0.82% 22
2025
Q1 		$66.4M Buy
609,706
+34,508
+6% +$3.52M 0.93% 16
2024
Q4 		$54.1M Buy
575,198
+6,569
+1% +$637K 0.77% 24
2024
Q3 		$54.7M Buy
568,629
+511,618
+897% +$45.3M 0.8% 19
2024
Q2 		$4.47M Sell
57,011
-955
-2% -$77.6K 0.86% 23
2024
Q1 		$4.76M Sell
57,966
-368
-0.6% -$29.6K 0.95% 15
2023
Q4 		$4.91M Buy
58,334
+3,648
+7% +$300K 1.07% 12
2023
Q3 		$4.41M Sell
54,686
-369
-0.7% -$32.1K 1.04% 17
2023
Q2 		$4.86M Buy
55,055
+1,009
+2% +$93.2K 1.13% 14
2023
Q1 		$5.12M Buy
54,046
+935
+2% +$86.6K 1.25% 11
2022
Q4 		$4.98M Sell
53,111
-2,214
-4% -$205K 1.31% 8
2022
Q3 		$4.95M Buy
55,325
+233
+0.4% +$23.8K 1.49% 5
2022
Q2 		$5.54M Buy
55,092
+2,899
+6% +$294K 1.63% 4
2022
Q1 		$5.21M Sell
52,193
-2,181
-4% -$206K 1.51% 5
2021
Q4 		$5.28M Buy
54,374
+34,970
+180% +$3.2M 1.71% 5
2021
Q3 		$1.71M Buy
19,404
+7,585
+64% +$711K 1.04% 16
2021
Q2 		$1.05M Sell
11,819
-202
-2% -$19K 0.72% 44
2021
Q1 		$1.13M Buy
12,021
+190
+2% +$16.6K 0.86% 30
2020
Q4 		$1.09M Buy
11,831
+64
+0.5% +$6.23K 0.84% 31
2020
Q3 		$1.14M Buy
11,767
+2,456
+26% +$229K 0.94% 34
2020
Q2 		$816K Sell
9,311
-1,788
-16% -$161K 0.68% 52
2020
Q1 		$978K Buy
11,099
+9,122
+461% +$877K 1.02% 18
2019
Q4 		$182K Buy
1,977
+136
+7% +$12.4K 0.37% 57
2019
Q3 		$175K Buy
1,841
+64
+4% +$5.77K 0.38% 53
2019
Q2 		$148K Buy
1,777
+305
+21% +$24.5K 0.36% 56
2019
Q1 		$116K Buy
+1,472
New +$109K 0.55% 43

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

Benjamin Edwards Inc's WEC Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its WEC Energy (WEC) stake by 11% in Q2 2026, selling an estimated $7.6M and leaving 517,902 shares worth $60.5M. The position accounts for 0.55% of the portfolio, ranked #31.

Benjamin Edwards Inc first reported a position in WEC in Q1 2019 and has held it in 30 quarters since. The position peaked at $71.5M in Q3 2025. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Benjamin Edwards Inc held 517,902 shares of WEC Energy worth $60.5M as of Q2 2026.
  • Benjamin Edwards Inc sold 66,588 WEC Energy shares in Q2 2026, an estimated $7.6M.
  • WEC Energy made up 0.55% of Benjamin Edwards Inc's portfolio in Q2 2026, its #31 holding.
  • Benjamin Edwards Inc first reported a position in WEC Energy in Q1 2019 and has held it in 30 quarters since.
  • Benjamin Edwards Inc's WEC Energy position peaked at $71.5M in Q3 2025.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.