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Brown, Lisle/Cummings’s WEC Energy WEC Stock Holding History

Brown, Lisle/Cummings’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 		$1.52K Buy
+13
New +$1.48K ﹤0.01% 903
2025
Q1 		– Sell
-13
Closed -$1.22K – 799
2024
Q4 		$1.22K Buy
+13
New +$1.26K ﹤0.01% 617

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 $3.38T AUM 44.17% 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

Brown, Lisle/Cummings's WEC Position: Q2 2026 in Review

Brown, Lisle/Cummings opened a new position in WEC Energy (WEC) in Q2 2026: 13 shares worth $1.52K. The stake represents ﹤0.01% of the portfolio and ranks #903 among its holdings. This is a return to the name: Brown, Lisle/Cummings previously reported a position in WEC as recently as Q4 2024.

Brown, Lisle/Cummings first reported a position in WEC in Q4 2024 and has held it in 2 quarters since. 1,412 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Brown, Lisle/Cummings held 13 shares of WEC Energy worth $1.52K as of Q2 2026.
  • WEC Energy was a new Brown, Lisle/Cummings position in Q2 2026.
  • WEC Energy made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #903 holding.
  • Brown, Lisle/Cummings first reported a position in WEC Energy in Q4 2024 and has held it in 2 quarters since.
  • 1,412 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.