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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
Q2 		$967K Buy
8,279
+182
+2% +$20.8K 0.02% 605
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 $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

Callan Family Office's WEC Position: Q2 2026 in Review

Callan Family Office increased its WEC Energy (WEC) stake by 2.2% in Q2 2026, buying an estimated $20.8K and bringing the position to 8,279 shares worth $967K. The position accounts for 0.02% of the portfolio, ranked #605.

Callan Family Office first reported a position in WEC in Q4 2024 and has held it in 7 quarters since. 1,412 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Callan Family Office held 8,279 shares of WEC Energy worth $967K as of Q2 2026.
  • Callan Family Office bought 182 WEC Energy shares in Q2 2026, an estimated $20.8K.
  • WEC Energy made up 0.02% of Callan Family Office's portfolio in Q2 2026, its #605 holding.
  • Callan Family Office first reported a position in WEC Energy in Q4 2024 and has held it in 7 quarters since.
  • 1,412 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.