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 Q1	$100K	Hold	867	–	–	0.04%	101
2025 Q4	$90.7K	Hold	867	–	–	0.04%	103
2025 Q3	$99.3K	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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Boit C.F. David's WEC Position: Q1 2026 in Review

Boit C.F. David held its WEC Energy (WEC) position steady in Q1 2026 at 867 shares worth $100K. The position accounts for 0.04% of the portfolio, ranked #101.

Boit C.F. David first reported a position in WEC in Q2 2021 and has held it in 19 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Boit C.F. David held 867 shares of WEC Energy worth $100K as of Q1 2026.
Boit C.F. David left its WEC Energy share count unchanged in Q1 2026.
WEC Energy made up 0.04% of Boit C.F. David's portfolio in Q1 2026, its #101 holding.
Boit C.F. David first reported a position in WEC Energy in Q2 2021 and has held it in 19 quarters since.
1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Boit C.F. David's 13F filing for Q1 2026, filed 9 Apr 2026.