Boit C.F. David’s WEC Energy WEC Stock Holding History

Boit C.F. David’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 Q3	$87.4K	Buy	+867	New	+$94.4K	0.04%	94
2026 Q2	–	Sell	-867	Closed	-$100K	–	112
2026 Q1	$100K	Hold	867	–	–	0.04%	101
2025 Q4	$90.7K	Hold	867	–	–	0.04%	103
2025 Q3	$99.4K	Hold	867	–	–	0.05%	102
2025 Q2	$90.3K	Hold	867	–	–	0.04%	103
2025 Q1	$94.5K	Hold	867	–	–	0.05%	101
2024 Q4	$81.5K	Hold	867	–	–	0.03%	104
2024 Q3	$83.5K	Hold	867	–	–	0.04%	107
2024 Q2	$68K	Hold	867	–	–	0.04%	110
2024 Q1	$71.6K	Hold	867	–	–	0.04%	103
2023 Q4	$75.1K	Hold	867	–	–	0.04%	110
2023 Q3	$6.68K	Hold	867	–	–	﹤0.01%	105
2023 Q2	$76.5K	Hold	867	–	–	0.05%	89
2023 Q1	$83.9K	Hold	867	–	–	0.06%	86
2022 Q4	$81.3K	Hold	867	–	–	0.06%	84
2022 Q3	$78K	Buy	+867	New	+$88.6K	0.06%	84
2022 Q1	$84K	Hold	867	–	–	0.06%	87
2021 Q4	$84K	Hold	867	–	–	0.05%	93
2021 Q3	$76K	Hold	867	–	–	0.05%	92
2021 Q2	$77K	Buy	+867	New	+$81.7K	0.06%	82

Other funds holding WEC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Boit C.F. David's WEC Position: Q3 2026 in Review

Boit C.F. David opened a new position in WEC Energy (WEC) in Q3 2026: 867 shares worth $87.4K. The stake represents 0.04% of the portfolio and ranks #94 among its holdings. This is a return to the name: Boit C.F. David previously reported a position in WEC as recently as Q1 2026.

Boit C.F. David first reported a position in WEC in Q2 2021 and has held it in 20 quarters since. The position peaked at $100K in Q1 2026. 818 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

Boit C.F. David held 867 shares of WEC Energy worth $87.4K as of Q3 2026.
WEC Energy was a new Boit C.F. David position in Q3 2026.
WEC Energy made up 0.04% of Boit C.F. David's portfolio in Q3 2026, its #94 holding.
Boit C.F. David first reported a position in WEC Energy in Q2 2021 and has held it in 20 quarters since.
Boit C.F. David's WEC Energy position peaked at $100K in Q1 2026.
818 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Boit C.F. David's 13F filing for Q3 2026, filed 29 Oct 2026.