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 Q3	–	Sell	-1,902	Closed	-$222K	–	124
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%	115
2024 Q4	–	Sell	-2,082	Closed	-$200K	–	119
2024 Q3	$200K	Buy	+2,082	New	+$185K	0.05%	116
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 $6.79T AUM 37.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

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

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Boston Research & Management's WEC Position: Q3 2026 in Review

Boston Research & Management sold out of WEC Energy (WEC) in Q3 2026, closing a stake of 1,902 shares — an estimated $222K sold.

Boston Research & Management first reported a position in WEC in Q3 2019 and held it in 12 quarters. The position peaked at $226K in Q3 2019. 1,162 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

Boston Research & Management reported no remaining WEC Energy position as of Q3 2026 after selling out during the quarter.
Boston Research & Management sold 1,902 WEC Energy shares in Q3 2026, an estimated $222K.
Boston Research & Management first reported a position in WEC Energy in Q3 2019 and held it in 12 quarters.
Boston Research & Management's WEC Energy position peaked at $226K in Q3 2019.
1,162 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Boston Research & Management's 13F filing for Q3 2026, filed 13 Nov 2026.