Bowman & Company’s WEC Energy WEC Stock Holding History

Bowman & Company’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
2025 Q4	$278K	Buy	2,635 +11	+0.4%	+$1.22K	0.12%	108
2025 Q3	$301K	Buy	2,624 +10	+0.4%	+$1.08K	0.13%	100
2025 Q2	$272K	Buy	2,614 +609	+30%	+$64.8K	0.12%	101
2025 Q1	$219K	Buy	+2,005	New	+$205K	0.11%	108
2023 Q2	–	Sell	-2,154	Closed	-$204K	–	92
2023 Q1	$204K	Hold	2,154	–	–	0.15%	86
2022 Q4	$202K	Buy	+2,154	New	+$199K	0.16%	87
2022 Q3	–	Sell	-2,202	Closed	-$222K	–	86
2022 Q2	$222K	Hold	2,202	–	–	0.19%	76
2022 Q1	$220K	Hold	2,202	–	–	0.17%	77
2021 Q4	$214K	Buy	+2,202	New	+$201K	0.16%	77

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Bowman & Company's WEC Position: Q4 2025 in Review

Bowman & Company increased its WEC Energy (WEC) stake by 0.42% in Q4 2025, buying an estimated $1.22K and bringing the position to 2,635 shares worth $278K. The position accounts for 0.12% of the portfolio, ranked #108.

Bowman & Company first reported a position in WEC in Q4 2021 and has held it in 9 quarters since. The position peaked at $301K in Q3 2025. 1,348 funds tracked by Wall St. Rank hold WEC as of Q4 2025.

Bowman & Company held 2,635 shares of WEC Energy worth $278K as of Q4 2025.
Bowman & Company bought 11 WEC Energy shares in Q4 2025, an estimated $1.22K.
WEC Energy made up 0.12% of Bowman & Company's portfolio in Q4 2025, its #108 holding.
Bowman & Company first reported a position in WEC Energy in Q4 2021 and has held it in 9 quarters since.
Bowman & Company's WEC Energy position peaked at $301K in Q3 2025.
1,348 funds tracked by Wall St. Rank held WEC Energy as of Q4 2025.

Based on Bowman & Company's 13F filing for Q4 2025, filed 23 Jan 2026.