Bray Capital Advisors’s WEC Energy WEC Stock Holding History

Bray Capital Advisors’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
2024 Q4	$150K	Hold	1,592	–	–	0.04%	138
2024 Q3	$153K	Hold	1,592	–	–	0.04%	145
2024 Q2	$125K	Hold	1,592	–	–	0.03%	146
2024 Q1	$131K	Hold	1,592	–	–	0.03%	149
2023 Q4	$134K	Hold	1,592	–	–	0.04%	145
2023 Q3	$128K	Hold	1,592	–	–	0.04%	141
2023 Q2	$140K	Hold	1,592	–	–	0.04%	143
2023 Q1	$151K	Hold	1,592	–	–	0.04%	144
2022 Q4	$149K	Hold	1,592	–	–	0.05%	143
2022 Q3	$142K	Hold	1,592	–	–	0.04%	143
2022 Q2	$160K	Hold	1,592	–	–	0.05%	139
2022 Q1	$159K	Hold	1,592	–	–	0.04%	144
2021 Q4	$155K	Hold	1,592	–	–	0.04%	149
2021 Q3	$140K	Hold	1,592	–	–	0.04%	148
2021 Q2	$142K	Hold	1,592	–	–	0.04%	147
2021 Q1	$149K	Hold	1,592	–	–	0.04%	145
2020 Q4	$147K	Hold	1,592	–	–	0.04%	145
2020 Q3	$154K	Hold	1,592	–	–	0.05%	135
2020 Q2	$140K	Hold	1,592	–	–	0.05%	140
2020 Q1	$140K	Hold	1,592	–	–	0.06%	131
2019 Q4	$147K	Hold	1,592	–	–	0.05%	151
2019 Q3	$151K	Hold	1,592	–	–	0.06%	150
2019 Q2	$133K	Hold	1,592	–	–	0.05%	167
2019 Q1	$126K	Hold	1,592	–	–	0.05%	167
2018 Q4	$110K	Hold	1,592	–	–	0.06%	174
2018 Q3	$106K	Hold	1,592	–	–	0.05%	175
2018 Q2	$103K	Hold	1,592	–	–	0.05%	170
2018 Q1	$100K	Buy	+1,592	New	+$98.8K	0.05%	172
2015 Q4	–	Sell	-1,592	Closed	-$83K	–	313
2015 Q3	$83K	Sell	1,592 -1	-0.1%	-$49	0.05%	176
2015 Q2	$72K	Buy	+1,593	New	+$76.5K	0.04%	197

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bray Capital Advisors's WEC Position: Q4 2024 in Review

Bray Capital Advisors held its WEC Energy (WEC) position steady in Q4 2024 at 1,592 shares worth $150K. The position accounts for 0.04% of the portfolio, ranked #138.

Bray Capital Advisors first reported a position in WEC in Q2 2015 and has held it in 30 quarters since. The position peaked at $160K in Q2 2022. 1,197 funds tracked by Wall St. Rank hold WEC as of Q4 2024.

Bray Capital Advisors held 1,592 shares of WEC Energy worth $150K as of Q4 2024.
Bray Capital Advisors left its WEC Energy share count unchanged in Q4 2024.
WEC Energy made up 0.04% of Bray Capital Advisors's portfolio in Q4 2024, its #138 holding.
Bray Capital Advisors first reported a position in WEC Energy in Q2 2015 and has held it in 30 quarters since.
Bray Capital Advisors's WEC Energy position peaked at $160K in Q2 2022.
1,197 funds tracked by Wall St. Rank held WEC Energy as of Q4 2024.

Based on Bray Capital Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.