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 Q3	$384K	Buy	3,810 +19	+0.5%	+$2.07K	0.03%	172
2026 Q2	$443K	Sell	3,791 -33	-0.9%	-$3.76K	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%	+$6.9K	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

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

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Brandywine Oak Private Wealth's WEC Position: Q3 2026 in Review

Brandywine Oak Private Wealth increased its WEC Energy (WEC) stake by 0.5% in Q3 2026, buying an estimated $2.07K and bringing the position to 3,810 shares worth $384K. The position accounts for 0.03% of the portfolio, ranked #172.

Brandywine Oak Private Wealth first reported a position in WEC in Q4 2018 and has held it in 30 quarters since. The position peaked at $464K in Q2 2022. 760 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

Brandywine Oak Private Wealth held 3,810 shares of WEC Energy worth $384K as of Q3 2026.
Brandywine Oak Private Wealth bought 19 WEC Energy shares in Q3 2026, an estimated $2.07K.
WEC Energy made up 0.03% of Brandywine Oak Private Wealth's portfolio in Q3 2026, its #172 holding.
Brandywine Oak Private Wealth first reported a position in WEC Energy in Q4 2018 and has held it in 30 quarters since.
Brandywine Oak Private Wealth's WEC Energy position peaked at $464K in Q2 2022.
760 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.