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Braun Stacey Associates’s WEC Energy WEC Stock Holding History

Braun Stacey Associates’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
Q1 		$26.3M Buy
227,286
+693
+0.3% +$77.9K 0.87% 44
2025
Q4 		$23.9M Buy
226,593
+1,803
+0.8% +$200K 0.77% 53
2025
Q3 		$25.8M Buy
224,790
+1,505
+0.7% +$163K 0.84% 44
2025
Q2 		$23.3M Buy
223,285
+1,643
+0.7% +$175K 0.84% 49
2025
Q1 		$24.2M Sell
221,642
-11,263
-5% -$1.15M 0.99% 39
2024
Q4 		$21.9M Sell
232,905
-5,785
-2% -$561K 0.82% 49
2024
Q3 		$23M Buy
238,690
+234,309
+5,348% +$20.8M 0.87% 49
2024
Q2 		$344K Buy
+4,381
New +$356K 0.01% 113

Other funds holding WEC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Braun Stacey Associates's WEC Position: Q1 2026 in Review

Braun Stacey Associates increased its WEC Energy (WEC) stake by 0.31% in Q1 2026, buying an estimated $77.9K and bringing the position to 227,286 shares worth $26.3M. The position accounts for 0.87% of the portfolio, ranked #44.

Braun Stacey Associates first reported a position in WEC in Q2 2024 and has held it in 8 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Braun Stacey Associates held 227,286 shares of WEC Energy worth $26.3M as of Q1 2026.
  • Braun Stacey Associates bought 693 WEC Energy shares in Q1 2026, an estimated $77.9K.
  • WEC Energy made up 0.87% of Braun Stacey Associates's portfolio in Q1 2026, its #44 holding.
  • Braun Stacey Associates first reported a position in WEC Energy in Q2 2024 and has held it in 8 quarters since.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Braun Stacey Associates's 13F filing for Q1 2026, filed 22 Apr 2026.