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 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	$99.3K	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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Boit C.F. David's WEC Position: Q2 2026 in Review

Boit C.F. David sold out of WEC Energy (WEC) in Q2 2026, closing a stake of 867 shares — an estimated $100K sold.

Boit C.F. David first reported a position in WEC in Q2 2021 and held it in 19 quarters. The position peaked at $100K in Q1 2026. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Boit C.F. David reported no remaining WEC Energy position as of Q2 2026 after selling out during the quarter.
Boit C.F. David sold 867 WEC Energy shares in Q2 2026, an estimated $100K.
Boit C.F. David first reported a position in WEC Energy in Q2 2021 and held it in 19 quarters.
Boit C.F. David's WEC Energy position peaked at $100K in Q1 2026.
1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Boit C.F. David's 13F filing for Q2 2026, filed 30 Jul 2026.