Brandywine Oak Private Wealth’s WEC Energy WEC Stock Holding History

Brandywine Oak Private 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	$443K	Sell	3,791 -33	-0.9%	-$3.77K	0.03%	166
2026 Q1	$443K	Buy	3,824 +33	+0.9%	+$3.71K	0.04%	159
2025 Q4	$400K	Hold	3,791	–	–	0.03%	165
2025 Q3	$434K	Sell	3,791 -41	-1%	-$4.44K	0.04%	160
2025 Q2	$399K	Hold	3,832	–	–	0.04%	166
2025 Q1	$418K	Sell	3,832 -3	-0.1%	-$306	0.04%	160
2024 Q4	$361K	Hold	3,835	–	–	0.04%	176
2024 Q3	$369K	Sell	3,835 -1	-0%	-$89	0.04%	178
2024 Q2	$301K	Sell	3,836 -403	-10%	-$32.7K	0.03%	190
2024 Q1	$348K	Buy	4,239 +400	+10%	+$32.2K	0.04%	182
2023 Q4	$323K	Sell	3,839 -101	-3%	-$8.32K	0.04%	182
2023 Q3	$317K	Sell	3,940 -1	-0%	-$87	0.04%	181
2023 Q2	$348K	Sell	3,941 -62	-2%	-$5.73K	0.04%	185
2023 Q1	$379K	Sell	4,003 -168	-4%	-$15.6K	0.04%	179
2022 Q4	$391K	Sell	4,171 -407	-9%	-$37.6K	0.05%	175
2022 Q3	$409K	Sell	4,578 -40	-0.9%	-$4.09K	0.06%	175
2022 Q2	$464K	Buy	4,618 +2	+0%	+$203	0.06%	181
2022 Q1	$460K	Sell	4,616 -139	-3%	-$13.1K	0.05%	203
2021 Q4	$461K	Buy	4,755 +220	+5%	+$20.1K	0.05%	209
2021 Q3	$399K	Hold	4,535	–	–	0.05%	214
2021 Q2	$403K	Sell	4,535 -4	-0.1%	-$377	0.05%	210
2021 Q1	$424K	Buy	4,539 +25	+0.6%	+$2.18K	0.06%	164
2020 Q4	$415K	Buy	4,514 +111	+3%	+$10.8K	0.06%	157
2020 Q3	$426K	Buy	4,403 +74	+2%	+$6.89K	0.07%	155
2020 Q2	$379K	Buy	4,329 +727	+20%	+$65.6K	0.07%	163
2020 Q1	$317K	Hold	3,602	–	–	0.07%	151
2019 Q4	$332K	Hold	3,602	–	–	0.06%	171
2019 Q3	$342K	Buy	+3,602	New	+$325K	0.06%	149
2019 Q1	–	Sell	-300	Closed	-$20K	–	630
2018 Q4	$20K	Buy	+300	New	+$21.1K	﹤0.01%	450

Other funds holding WEC

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

CNAM

Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

Brandywine Oak Private Wealth's WEC Position: Q2 2026 in Review

Brandywine Oak Private Wealth reduced its WEC Energy (WEC) stake by 0.86% in Q2 2026, selling an estimated $3.77K and leaving 3,791 shares worth $443K. The position accounts for 0.03% of the portfolio, ranked #166.

Brandywine Oak Private Wealth first reported a position in WEC in Q4 2018 and has held it in 29 quarters since. The position peaked at $464K in Q2 2022. 595 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Brandywine Oak Private Wealth held 3,791 shares of WEC Energy worth $443K as of Q2 2026.
Brandywine Oak Private Wealth sold 33 WEC Energy shares in Q2 2026, an estimated $3.77K.
WEC Energy made up 0.03% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #166 holding.
Brandywine Oak Private Wealth first reported a position in WEC Energy in Q4 2018 and has held it in 29 quarters since.
Brandywine Oak Private Wealth's WEC Energy position peaked at $464K in Q2 2022.
595 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.