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 Q3	$22.3M	Sell	221,564 -2,181	-1%	-$237K	0.64%	60
2026 Q2	$26.1M	Sell	223,745 -3,541	-2%	-$404K	0.74%	53
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 New York $6.79T AUM 37.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

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

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Braun Stacey Associates's WEC Position: Q3 2026 in Review

Braun Stacey Associates reduced its WEC Energy (WEC) stake by 0.97% in Q3 2026, selling an estimated $237K and leaving 221,564 shares worth $22.3M. The position accounts for 0.64% of the portfolio, ranked #60.

Braun Stacey Associates first reported a position in WEC in Q2 2024 and has held it in 10 quarters since. The position peaked at $26.3M in Q1 2026. 1,162 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

Braun Stacey Associates held 221,564 shares of WEC Energy worth $22.3M as of Q3 2026.
Braun Stacey Associates sold 2,181 WEC Energy shares in Q3 2026, an estimated $237K.
WEC Energy made up 0.64% of Braun Stacey Associates's portfolio in Q3 2026, its #60 holding.
Braun Stacey Associates first reported a position in WEC Energy in Q2 2024 and has held it in 10 quarters since.
Braun Stacey Associates's WEC Energy position peaked at $26.3M in Q1 2026.
1,162 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Braun Stacey Associates's 13F filing for Q3 2026, filed 19 Oct 2026.