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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
Q2 		$1.58M Sell
13,507
-8,704
-39% -$993K 0.56% 51
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 $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

BKM Wealth Management's WEC Position: Q2 2026 in Review

BKM Wealth Management reduced its WEC Energy (WEC) stake by 39% in Q2 2026, selling an estimated $993K and leaving 13,507 shares worth $1.58M. The position accounts for 0.56% of the portfolio, ranked #51.

BKM Wealth Management first reported a position in WEC in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.57M in Q1 2026. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • BKM Wealth Management held 13,507 shares of WEC Energy worth $1.58M as of Q2 2026.
  • BKM Wealth Management sold 8,704 WEC Energy shares in Q2 2026, an estimated $993K.
  • WEC Energy made up 0.56% of BKM Wealth Management's portfolio in Q2 2026, its #51 holding.
  • BKM Wealth Management first reported a position in WEC Energy in Q4 2023 and has held it in 11 quarters since.
  • BKM Wealth Management's WEC Energy position peaked at $2.57M in Q1 2026.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.