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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
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
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

Braun Stacey Associates's WEC Position: Q2 2026 in Review

Braun Stacey Associates reduced its WEC Energy (WEC) stake by 1.6% in Q2 2026, selling an estimated $404K and leaving 223,745 shares worth $26.1M. The position accounts for 0.74% of the portfolio, ranked #53.

Braun Stacey Associates first reported a position in WEC in Q2 2024 and has held it in 9 quarters since. The position peaked at $26.3M in Q1 2026. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Braun Stacey Associates held 223,745 shares of WEC Energy worth $26.1M as of Q2 2026.
  • Braun Stacey Associates sold 3,541 WEC Energy shares in Q2 2026, an estimated $404K.
  • WEC Energy made up 0.74% of Braun Stacey Associates's portfolio in Q2 2026, its #53 holding.
  • Braun Stacey Associates first reported a position in WEC Energy in Q2 2024 and has held it in 9 quarters since.
  • Braun Stacey Associates's WEC Energy position peaked at $26.3M in Q1 2026.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Braun Stacey Associates's 13F filing for Q2 2026, filed 5 Aug 2026.