Bruce & Co’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $457K | Hold |
3,945
| – | – | 0.13% | 40 |
|
|
2025
Q4 | $416K | Hold |
3,945
| – | – | 0.13% | 37 |
|
|
2025
Q3 | $452K | Hold |
3,945
| – | – | 0.14% | 39 |
|
|
2025
Q2 | $411K | Hold |
3,945
| – | – | 0.13% | 40 |
|
|
2025
Q1 | $371K | Hold |
3,945
| – | – | 0.12% | 39 |
|
|
2024
Q4 | $371K | Sell |
3,945
-564
| -13% | -$54.7K | 0.12% | 39 |
|
|
2024
Q3 | $434K | Hold |
4,509
| – | – | 0.13% | 38 |
|
|
2024
Q2 | $354K | Buy |
+4,509
| New | +$366K | 0.12% | 37 |
|
|
2021
Q2 | – | Sell |
-564
| Closed | -$53K | – | 34 |
|
|
2021
Q1 | $53K | Hold |
564
| – | – | 0.01% | 35 |
|
|
2020
Q4 | $50K | Hold |
564
| – | – | 0.01% | 39 |
|
|
2020
Q3 | $54K | Hold |
564
| – | – | 0.01% | 41 |
|
|
2020
Q2 | $49K | Sell |
564
-12,560
| -96% | -$1.13M | 0.01% | 40 |
|
|
2020
Q1 | $1.16M | Sell |
13,124
-10,000
| -43% | -$962K | 0.27% | 33 |
|
|
2019
Q4 | $2.13M | Hold |
23,124
| – | – | 0.42% | 28 |
|
|
2019
Q3 | $2.2M | Hold |
23,124
| – | – | 0.46% | 29 |
|
|
2019
Q2 | $1.93M | Hold |
23,124
| – | – | 0.41% | 32 |
|
|
2019
Q1 | $1.83M | Hold |
23,124
| – | – | 0.36% | 33 |
|
|
2018
Q4 | $1.6M | Hold |
23,124
| – | – | 0.34% | 33 |
|
|
2018
Q3 | $1.54M | Hold |
23,124
| – | – | 0.3% | 34 |
|
|
2018
Q2 | $1.49M | Hold |
23,124
| – | – | 0.3% | 34 |
|
|
2018
Q1 | $1.45M | Hold |
23,124
| – | – | 0.3% | 36 |
|
|
2017
Q4 | $1.54M | Hold |
23,124
| – | – | 0.33% | 36 |
|
|
2017
Q3 | $1.45M | Hold |
23,124
| – | – | 0.32% | 36 |
|
|
2017
Q2 | $1.42M | Hold |
23,124
| – | – | 0.32% | 35 |
|
|
2017
Q1 | $1.41M | Sell |
23,124
-1,128
| -5% | -$66.5K | 0.34% | 34 |
|
|
2016
Q4 | $1.42M | Hold |
24,252
| – | – | 0.37% | 34 |
|
|
2016
Q3 | $1.43M | Hold |
24,252
| – | – | 0.39% | 33 |
|
|
2016
Q2 | $1.58M | Hold |
24,252
| – | – | 0.4% | 32 |
|
|
2016
Q1 | $1.46M | Hold |
24,252
| – | – | 0.41% | 30 |
|
|
2015
Q4 | $1.24M | Hold |
24,252
| – | – | 0.34% | 36 |
|
|
2015
Q3 | $1.27M | Hold |
24,252
| – | – | 0.33% | 41 |
|
|
2015
Q2 | $1.09M | Buy |
+24,252
| New | +$1.16M | 0.28% | 46 |
|
Other funds holding WEC
VCM
VPM
Bruce & Co's WEC Position: Q1 2026 in Review
Bruce & Co held its WEC Energy (WEC) position steady in Q1 2026 at 3,945 shares worth $457K. The position accounts for 0.13% of the portfolio, ranked #40.
Bruce & Co first reported a position in WEC in Q2 2015 and has held it in 32 quarters since. The position peaked at $2.2M in Q3 2019. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.
- Bruce & Co held 3,945 shares of WEC Energy worth $457K as of Q1 2026.
- Bruce & Co left its WEC Energy share count unchanged in Q1 2026.
- WEC Energy made up 0.13% of Bruce & Co's portfolio in Q1 2026, its #40 holding.
- Bruce & Co first reported a position in WEC Energy in Q2 2015 and has held it in 32 quarters since.
- Bruce & Co's WEC Energy position peaked at $2.2M in Q3 2019.
- 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.
Based on Bruce & Co's 13F filing for Q1 2026, filed 14 May 2026.