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BKM Wealth Management’s WEC Energy WEC Stock Holding History

BKM Wealth 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 		$2.57M Buy
22,211
+3,206
+17% +$360K 0.94% 30
2025
Q4 		$2M Sell
19,005
-55
-0.3% -$6.09K 0.73% 41
2025
Q3 		$2.18M Buy
19,060
+15
+0.1% +$1.63K 0.81% 38
2025
Q2 		$1.98M Buy
19,045
+170
+0.9% +$18.1K 0.78% 38
2025
Q1 		$2.06M Sell
18,875
-305
-2% -$31.1K 0.85% 37
2024
Q4 		$1.8M Buy
19,180
+1,091
+6% +$106K 0.74% 38
2024
Q3 		$1.74M Buy
18,089
+5,416
+43% +$480K 0.71% 41
2024
Q2 		$994K Sell
12,673
-4,489
-26% -$365K 0.48% 64
2024
Q1 		$1.41M Sell
17,162
-2,343
-12% -$188K 0.61% 48
2023
Q4 		$1.64M Buy
+19,505
New +$1.61M 0.7% 36

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

BKM Wealth Management's WEC Position: Q1 2026 in Review

BKM Wealth Management increased its WEC Energy (WEC) stake by 17% in Q1 2026, buying an estimated $360K and bringing the position to 22,211 shares worth $2.57M. The position accounts for 0.94% of the portfolio, ranked #30.

BKM Wealth Management first reported a position in WEC in Q4 2023 and has held it in 10 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • BKM Wealth Management held 22,211 shares of WEC Energy worth $2.57M as of Q1 2026.
  • BKM Wealth Management bought 3,206 WEC Energy shares in Q1 2026, an estimated $360K.
  • WEC Energy made up 0.94% of BKM Wealth Management's portfolio in Q1 2026, its #30 holding.
  • BKM Wealth Management first reported a position in WEC Energy in Q4 2023 and has held it in 10 quarters since.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.