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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
Q2 		$60.4K Buy
517
+21
+4% +$2.4K 0.04% 235
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
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

Bruce G. Allen Investments's WEC Position: Q2 2026 in Review

Bruce G. Allen Investments increased its WEC Energy (WEC) stake by 4.2% in Q2 2026, buying an estimated $2.4K and bringing the position to 517 shares worth $60.4K. The position accounts for 0.04% of the portfolio, ranked #235.

Bruce G. Allen Investments first reported a position in WEC in Q4 2023 and has held it in 11 quarters since. 1,412 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Bruce G. Allen Investments held 517 shares of WEC Energy worth $60.4K as of Q2 2026.
  • Bruce G. Allen Investments bought 21 WEC Energy shares in Q2 2026, an estimated $2.4K.
  • WEC Energy made up 0.04% of Bruce G. Allen Investments's portfolio in Q2 2026, its #235 holding.
  • Bruce G. Allen Investments first reported a position in WEC Energy in Q4 2023 and has held it in 11 quarters since.
  • 1,412 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.