Bruce G. Allen Investments’s WEC Energy WEC Stock Holding History

Bruce G. Allen Investments’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	$57.4K	Sell	496 -5	-1%	-$562	0.04%	233
2025 Q4	$52.8K	Sell	501 -22	-4%	-$2.44K	0.04%	247
2025 Q3	$59.9K	Sell	523 -6	-1%	-$650	0.04%	240
2025 Q2	$55.1K	Hold	529	–	–	0.04%	243
2025 Q1	$57.6K	Sell	529 -15	-3%	-$1.53K	0.05%	225
2024 Q4	$51.2K	Buy	544 +4	+0.7%	+$388	0.04%	252
2024 Q3	$51.9K	Buy	540 +29	+6%	+$2.57K	0.04%	254
2024 Q2	$40.1K	Sell	511 -32	-6%	-$2.6K	0.03%	280
2024 Q1	$44.6K	Buy	543 +71	+15%	+$5.71K	0.04%	261
2023 Q4	$39.7K	Buy	+472	New	+$38.9K	0.04%	275

Other funds holding WEC

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

Bruce G. Allen Investments's WEC Position: Q1 2026 in Review

Bruce G. Allen Investments reduced its WEC Energy (WEC) stake by 1% in Q1 2026, selling an estimated $562 and leaving 496 shares worth $57.4K. The position accounts for 0.04% of the portfolio, ranked #233.

Bruce G. Allen Investments first reported a position in WEC in Q4 2023 and has held it in 10 quarters since. The position peaked at $59.9K in Q3 2025. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Bruce G. Allen Investments held 496 shares of WEC Energy worth $57.4K as of Q1 2026.
Bruce G. Allen Investments sold 5 WEC Energy shares in Q1 2026, an estimated $562.
WEC Energy made up 0.04% of Bruce G. Allen Investments's portfolio in Q1 2026, its #233 holding.
Bruce G. Allen Investments first reported a position in WEC Energy in Q4 2023 and has held it in 10 quarters since.
Bruce G. Allen Investments's WEC Energy position peaked at $59.9K in Q3 2025.
1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.