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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Brady Family Wealth's WEC Position: Q2 2026 in Review

Brady Family Wealth reduced its WEC Energy (WEC) stake by 0.78% in Q2 2026, selling an estimated $1.6K and leaving 1,790 shares worth $209K. The position accounts for 0.06% of the portfolio, ranked #112.

Brady Family Wealth first reported a position in WEC in Q4 2022 and has held it in 14 quarters since. The position peaked at $357K in Q1 2023. 1,404 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Brady Family Wealth held 1,790 shares of WEC Energy worth $209K as of Q2 2026.
  • Brady Family Wealth sold 14 WEC Energy shares in Q2 2026, an estimated $1.6K.
  • WEC Energy made up 0.06% of Brady Family Wealth's portfolio in Q2 2026, its #112 holding.
  • Brady Family Wealth first reported a position in WEC Energy in Q4 2022 and has held it in 14 quarters since.
  • Brady Family Wealth's WEC Energy position peaked at $357K in Q1 2023.
  • 1,404 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Brady Family Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.