Brown Miller Wealth Management’s WEC Energy WEC Stock Holding History

Brown Miller Wealth Management’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	$529K	Hold	4,528	–	–	0.13%	123
2026 Q1	$524K	Sell	4,528 -162	-3%	-$18.2K	0.15%	118
2025 Q4	$495K	Sell	4,690 -263	-5%	-$29.1K	0.14%	110
2025 Q3	$568K	Buy	4,953 +13	+0.3%	+$1.41K	0.16%	98
2025 Q2	$515K	Hold	4,940	–	–	0.16%	103
2025 Q1	$538K	Buy	+4,940	New	+$505K	0.19%	98

Other funds holding WEC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Brown Miller Wealth Management's WEC Position: Q2 2026 in Review

Brown Miller Wealth Management held its WEC Energy (WEC) position steady in Q2 2026 at 4,528 shares worth $529K. The position accounts for 0.13% of the portfolio, ranked #123.

Brown Miller Wealth Management first reported a position in WEC in Q1 2025 and has held it in 6 quarters since. The position peaked at $568K in Q3 2025. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Brown Miller Wealth Management held 4,528 shares of WEC Energy worth $529K as of Q2 2026.
Brown Miller Wealth Management left its WEC Energy share count unchanged in Q2 2026.
WEC Energy made up 0.13% of Brown Miller Wealth Management's portfolio in Q2 2026, its #123 holding.
Brown Miller Wealth Management first reported a position in WEC Energy in Q1 2025 and has held it in 6 quarters since.
Brown Miller Wealth Management's WEC Energy position peaked at $568K in Q3 2025.
1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Brown Miller Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.