Boston Research & Management’s WEC Energy WEC Stock Holding History

Boston Research & 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	$222K	Hold	1,902	–	–	0.05%	116
2026 Q1	$220K	Hold	1,902	–	–	0.05%	110
2025 Q4	$201K	Hold	1,902	–	–	0.05%	120
2025 Q3	$218K	Buy	+1,902	New	+$206K	0.05%	118
2025 Q2	–	Sell	-1,902	Closed	-$207K	–	120
2025 Q1	$207K	Buy	+1,902	New	+$194K	0.05%	114
2024 Q4	–	Sell	-2,082	Closed	-$200K	–	118
2024 Q3	$200K	Buy	+2,082	New	+$185K	0.05%	115
2022 Q3	–	Sell	-2,082	Closed	-$209K	–	106
2022 Q2	$209K	Hold	2,082	–	–	0.07%	101
2022 Q1	$207K	Hold	2,082	–	–	0.06%	109
2021 Q4	$202K	Buy	+2,082	New	+$190K	0.06%	112
2020 Q4	–	Sell	-2,082	Closed	-$201K	–	105
2020 Q3	$201K	Buy	+2,082	New	+$194K	0.08%	99
2020 Q1	–	Sell	-2,378	Closed	-$219K	–	99
2019 Q4	$219K	Hold	2,378	–	–	0.08%	98
2019 Q3	$226K	Buy	+2,378	New	+$214K	0.09%	95

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

Boston Research & Management's WEC Position: Q2 2026 in Review

Boston Research & Management held its WEC Energy (WEC) position steady in Q2 2026 at 1,902 shares worth $222K. The position accounts for 0.05% of the portfolio, ranked #116.

Boston Research & Management first reported a position in WEC in Q3 2019 and has held it in 12 quarters since. The position peaked at $226K in Q3 2019. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Boston Research & Management held 1,902 shares of WEC Energy worth $222K as of Q2 2026.
Boston Research & Management left its WEC Energy share count unchanged in Q2 2026.
WEC Energy made up 0.05% of Boston Research & Management's portfolio in Q2 2026, its #116 holding.
Boston Research & Management first reported a position in WEC Energy in Q3 2019 and has held it in 12 quarters since.
Boston Research & Management's WEC Energy position peaked at $226K in Q3 2019.
1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Boston Research & Management's 13F filing for Q2 2026, filed 11 Aug 2026.