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Choate Investment Advisors’s WEC Energy WEC Stock Holding History

Choate Investment Advisors’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 		$276K Hold
2,365
– – ﹤0.01% 407
2026
Q1 		$274K Buy
2,365
+18
+0.8% +$2.02K 0.01% 388
2025
Q4 		$248K Hold
2,347
– – ﹤0.01% 399
2025
Q3 		$269K Sell
2,347
-935
-28% -$101K 0.01% 368
2025
Q2 		$342K Buy
3,282
+335
+11% +$35.6K 0.01% 322
2025
Q1 		$321K Buy
2,947
+200
+7% +$20.4K 0.01% 318
2024
Q4 		$258K Buy
2,747
+218
+9% +$21.1K 0.01% 353
2024
Q3 		$243K Sell
2,529
-75
-3% -$6.65K 0.01% 340
2024
Q2 		$204K Buy
2,604
+59
+2% +$4.79K 0.01% 360
2024
Q1 		$209K Buy
2,545
+51
+2% +$4.1K 0.01% 386
2023
Q4 		$210K Sell
2,494
-370
-13% -$30.5K 0.01% 359
2023
Q3 		$231K Buy
+2,864
New +$249K 0.01% 330
2016
Q2 		– Sell
-3,597
Closed -$216K – 254
2016
Q1 		$216K Buy
+3,597
New +$201K 0.01% 237

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 $3.37T AUM 44.26% 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

Choate Investment Advisors's WEC Position: Q2 2026 in Review

Choate Investment Advisors held its WEC Energy (WEC) position steady in Q2 2026 at 2,365 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #407.

Choate Investment Advisors first reported a position in WEC in Q1 2016 and has held it in 13 quarters since. The position peaked at $342K in Q2 2025. 1,410 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Choate Investment Advisors held 2,365 shares of WEC Energy worth $276K as of Q2 2026.
  • Choate Investment Advisors left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up ﹤0.01% of Choate Investment Advisors's portfolio in Q2 2026, its #407 holding.
  • Choate Investment Advisors first reported a position in WEC Energy in Q1 2016 and has held it in 13 quarters since.
  • Choate Investment Advisors's WEC Energy position peaked at $342K in Q2 2025.
  • 1,410 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.