BFW
WEC icon

Brady Family Wealth’s WEC Energy WEC Stock Holding History

Brady Family Wealth’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 		$209K Sell
1,790
-14
-0.8% -$1.6K 0.06% 112
2026
Q1 		$209K Buy
+1,804
New +$203K 0.07% 105
2025
Q4 		– Sell
-1,865
Closed -$214K – 113
2025
Q3 		$214K Sell
1,865
-983
-35% -$107K 0.07% 103
2025
Q2 		$297K Buy
2,848
+4
+0.1% +$426 0.09% 98
2025
Q1 		$310K Buy
2,844
+23
+0.8% +$2.35K 0.1% 96
2024
Q4 		$265K Buy
2,821
+6
+0.2% +$582 0.08% 102
2024
Q3 		$271K Sell
2,815
-30
-1% -$2.66K 0.08% 103
2024
Q2 		$223K Sell
2,845
-856
-23% -$69.5K 0.07% 111
2024
Q1 		$304K Sell
3,701
-34
-0.9% -$2.73K 0.1% 102
2023
Q4 		$314K Sell
3,735
-554
-13% -$45.6K 0.11% 100
2023
Q3 		$345K Buy
4,289
+378
+10% +$32.8K 0.13% 91
2023
Q2 		$345K Buy
3,911
+150
+4% +$13.9K 0.13% 94
2023
Q1 		$357K Buy
3,761
+27
+0.7% +$2.5K 0.14% 91
2022
Q4 		$350K Buy
+3,734
New +$345K 0.14% 94

Other funds holding WEC

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return