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Callan Family Office’s WEC Energy WEC Stock Holding History

Callan Family Office’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 		$937K Sell
8,097
-493
-6% -$55.4K 0.02% 579
2025
Q4 		$906K Buy
8,590
+1,892
+28% +$209K 0.02% 577
2025
Q3 		$768K Sell
6,698
-506
-7% -$54.8K 0.02% 426
2025
Q2 		$751K Buy
7,204
+3,792
+111% +$403K 0.02% 464
2025
Q1 		$372K Sell
3,412
-515
-13% -$52.6K 0.03% 386
2024
Q4 		$369K Buy
+3,927
New +$381K 0.02% 435

Other funds holding WEC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Callan Family Office's WEC Position: Q1 2026 in Review

Callan Family Office reduced its WEC Energy (WEC) stake by 5.7% in Q1 2026, selling an estimated $55.4K and leaving 8,097 shares worth $937K. The position accounts for 0.02% of the portfolio, ranked #579.

Callan Family Office first reported a position in WEC in Q4 2024 and has held it in 6 quarters since. 1,372 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Callan Family Office held 8,097 shares of WEC Energy worth $937K as of Q1 2026.
  • Callan Family Office sold 493 WEC Energy shares in Q1 2026, an estimated $55.4K.
  • WEC Energy made up 0.02% of Callan Family Office's portfolio in Q1 2026, its #579 holding.
  • Callan Family Office first reported a position in WEC Energy in Q4 2024 and has held it in 6 quarters since.
  • 1,372 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.