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Costello Asset Management’s WEC Energy WEC Stock Holding History

Costello Asset Management’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 		$11.7K Hold
100
– – ﹤0.01% 473
2026
Q1 		$11.6K Hold
100
– – ﹤0.01% 461
2025
Q4 		$10.5K Sell
100
-55
-35% -$6.09K ﹤0.01% 457
2025
Q3 		$17.7K Buy
155
+1
+0.6% +$108 0.01% 389
2025
Q2 		$16.1K Hold
154
– – 0.01% 406
2025
Q1 		$16.8K Buy
+154
New +$15.7K 0.01% 374
2022
Q1 		– Sell
-50
Closed -$5K – 267
2021
Q4 		$5K Hold
50
– – ﹤0.01% 199
2021
Q3 		$4K Hold
50
– – ﹤0.01% 202
2021
Q2 		$4K Hold
50
– – ﹤0.01% 200
2021
Q1 		$5K Hold
50
– – ﹤0.01% 216
2020
Q4 		$5K Hold
50
– – ﹤0.01% 211
2020
Q3 		$5K Hold
50
– – ﹤0.01% 198
2020
Q2 		$4K Buy
+50
New +$4.51K ﹤0.01% 197

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

Costello Asset Management's WEC Position: Q2 2026 in Review

Costello Asset Management held its WEC Energy (WEC) position steady in Q2 2026 at 100 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

Costello Asset Management first reported a position in WEC in Q2 2020 and has held it in 13 quarters since. The position peaked at $17.7K in Q3 2025. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Costello Asset Management held 100 shares of WEC Energy worth $11.7K as of Q2 2026.
  • Costello Asset Management left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up ﹤0.01% of Costello Asset Management's portfolio in Q2 2026, its #473 holding.
  • Costello Asset Management first reported a position in WEC Energy in Q2 2020 and has held it in 13 quarters since.
  • Costello Asset Management's WEC Energy position peaked at $17.7K in Q3 2025.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.