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Brooklyn Investment Group’s WEC Energy WEC Stock Holding History

Brooklyn Investment Group’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 		$1M Buy
8,656
+2,939
+51% +$330K 0.03% 562
2025
Q4 		$604K Buy
5,717
+2,064
+57% +$229K 0.03% 551
2025
Q3 		$377K Sell
3,653
-15
-0.4% -$1.63K 0.05% 355
2025
Q2 		$382K Buy
3,668
+997
+37% +$106K 0.05% 363
2025
Q1 		$291K Buy
2,671
+1,112
+71% +$114K 0.06% 271
2024
Q4 		$147K Buy
1,559
+337
+28% +$32.7K 0.04% 293
2024
Q3 		$118K Buy
+1,222
New +$108K 0.04% 321

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Brooklyn Investment Group's WEC Position: Q1 2026 in Review

Brooklyn Investment Group increased its WEC Energy (WEC) stake by 51% in Q1 2026, buying an estimated $330K and bringing the position to 8,656 shares worth $1M. The position accounts for 0.03% of the portfolio, ranked #562.

Brooklyn Investment Group first reported a position in WEC in Q3 2024 and has held it in 7 quarters since. 1,379 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Brooklyn Investment Group held 8,656 shares of WEC Energy worth $1M as of Q1 2026.
  • Brooklyn Investment Group bought 2,939 WEC Energy shares in Q1 2026, an estimated $330K.
  • WEC Energy made up 0.03% of Brooklyn Investment Group's portfolio in Q1 2026, its #562 holding.
  • Brooklyn Investment Group first reported a position in WEC Energy in Q3 2024 and has held it in 7 quarters since.
  • 1,379 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.