BFG
WEC icon

Bleakley Financial Group’s WEC Energy WEC Stock Holding History

Bleakley Financial Group’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 		$2.22M Buy
19,005
+2,310
+14% +$264K 0.03% 445
2026
Q1 		$1.93M Buy
16,695
+3,776
+29% +$424K 0.03% 396
2025
Q4 		$1.36M Sell
12,919
-249
-2% -$27.6K 0.02% 417
2025
Q3 		$1.51M Buy
13,168
+581
+5% +$63K 0.04% 343
2025
Q2 		$1.31M Buy
12,587
+1,548
+14% +$165K 0.03% 355
2025
Q1 		$1.2M Buy
11,039
+239
+2% +$24.4K 0.04% 312
2024
Q4 		$1.02M Buy
10,800
+1,044
+11% +$101K 0.03% 404
2024
Q3 		$938K Buy
9,756
+1,858
+24% +$165K 0.03% 421
2024
Q2 		$620K Buy
7,898
+131
+2% +$10.6K 0.02% 537
2024
Q1 		$638K Buy
7,767
+491
+7% +$39.5K 0.02% 544
2023
Q4 		$612K Sell
7,276
-620
-8% -$51.1K 0.02% 534
2023
Q3 		$636K Sell
7,896
-2,220
-22% -$193K 0.02% 491
2023
Q2 		$893K Buy
10,116
+2,555
+34% +$236K 0.03% 429
2023
Q1 		$717K Buy
7,561
+502
+7% +$46.5K 0.02% 476
2022
Q4 		$662K Buy
+7,059
New +$652K 0.02% 470

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

Bleakley Financial Group's WEC Position: Q2 2026 in Review

Bleakley Financial Group increased its WEC Energy (WEC) stake by 14% in Q2 2026, buying an estimated $264K and bringing the position to 19,005 shares worth $2.22M. The position accounts for 0.03% of the portfolio, ranked #445.

Bleakley Financial Group first reported a position in WEC in Q4 2022 and has held it in 15 quarters since. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Bleakley Financial Group held 19,005 shares of WEC Energy worth $2.22M as of Q2 2026.
  • Bleakley Financial Group bought 2,310 WEC Energy shares in Q2 2026, an estimated $264K.
  • WEC Energy made up 0.03% of Bleakley Financial Group's portfolio in Q2 2026, its #445 holding.
  • Bleakley Financial Group first reported a position in WEC Energy in Q4 2022 and has held it in 15 quarters since.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.