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Bingham Private Wealth’s WEC Energy WEC Stock Holding History

Bingham Private Wealth’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 		$347K Buy
2,996
+27
+0.9% +$3.03K 0.28% 111
2025
Q4 		$313K Buy
+2,969
New +$329K 0.27% 108
2025
Q2 		$309K Sell
2,968
-53
-2% -$5.64K 0.29% 106
2025
Q1 		$329K Sell
3,021
-54
-2% -$5.51K 0.34% 96
2024
Q4 		$289K Buy
+3,075
New +$298K 0.31% 102

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

Bingham Private Wealth's WEC Position: Q1 2026 in Review

Bingham Private Wealth increased its WEC Energy (WEC) stake by 0.91% in Q1 2026, buying an estimated $3.03K and bringing the position to 2,996 shares worth $347K. The position accounts for 0.28% of the portfolio, ranked #111.

Bingham Private Wealth first reported a position in WEC in Q4 2024 and has held it in 5 quarters since. 1,373 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Bingham Private Wealth held 2,996 shares of WEC Energy worth $347K as of Q1 2026.
  • Bingham Private Wealth bought 27 WEC Energy shares in Q1 2026, an estimated $3.03K.
  • WEC Energy made up 0.28% of Bingham Private Wealth's portfolio in Q1 2026, its #111 holding.
  • Bingham Private Wealth first reported a position in WEC Energy in Q4 2024 and has held it in 5 quarters since.
  • 1,373 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Bingham Private Wealth's 13F filing for Q1 2026, filed 7 May 2026.