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D.J. St. Germain’s WEC Energy WEC Stock Holding History

D.J. St. Germain’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 		$124K Hold
1,060
– – ﹤0.01% 350
2026
Q1 		$123K Sell
1,060
-50
-5% -$5.62K ﹤0.01% 343
2025
Q4 		$117K Hold
1,110
– – ﹤0.01% 380
2025
Q3 		$127K Sell
1,110
-490
-31% -$53.1K 0.01% 364
2025
Q2 		$167K Buy
1,600
+540
+51% +$57.5K 0.01% 311
2025
Q1 		$116K Sell
1,060
-540
-34% -$55.1K 0.01% 312
2024
Q4 		$150K Buy
1,600
+540
+51% +$52.4K 0.01% 311
2024
Q3 		$102K Hold
1,060
– – ﹤0.01% 319
2024
Q2 		$83.2K Sell
1,060
-194
-15% -$15.8K ﹤0.01% 337
2024
Q1 		$103K Sell
1,254
-393
-24% -$31.6K 0.01% 323
2023
Q4 		$139K Buy
1,647
+74
+5% +$6.09K 0.01% 295
2023
Q3 		$127K Hold
1,573
– – 0.01% 276
2023
Q2 		$139K Buy
+1,573
New +$145K 0.01% 269
2022
Q4 		$14.1K Buy
+150
New +$13.9K ﹤0.01% 262
2022
Q1 		– Sell
-2,122
Closed -$206K – 247
2021
Q4 		$206K Sell
2,122
-660
-24% -$60.3K 0.01% 239
2021
Q3 		$245K Hold
2,782
– – 0.02% 218
2021
Q2 		$247K Sell
2,782
-133
-5% -$12.5K 0.02% 220
2021
Q1 		$273K Hold
2,915
– – 0.02% 205
2020
Q4 		$268K Hold
2,915
– – 0.02% 206
2020
Q3 		$282K Sell
2,915
-135
-4% -$12.6K 0.02% 188
2020
Q2 		$267K Sell
3,050
-150
-5% -$13.5K 0.02% 189
2020
Q1 		$282K Sell
3,200
-285
-8% -$27.4K 0.03% 179
2019
Q4 		$321K Hold
3,485
– – 0.03% 184
2019
Q3 		$331K Sell
3,485
-410
-11% -$36.9K 0.04% 151
2019
Q2 		$325K Sell
3,895
-90
-2% -$7.22K 0.04% 149
2019
Q1 		$315K Hold
3,985
– – 0.03% 148
2018
Q4 		$276K Buy
+3,985
New +$280K 0.03% 151
2018
Q1 		– Sell
-4,610
Closed -$306K – 171
2017
Q4 		$306K Buy
+4,610
New +$309K 0.04% 127

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

D.J. St. Germain's WEC Position: Q2 2026 in Review

D.J. St. Germain held its WEC Energy (WEC) position steady in Q2 2026 at 1,060 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #350.

D.J. St. Germain first reported a position in WEC in Q4 2017 and has held it in 28 quarters since. The position peaked at $331K in Q3 2019. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • D.J. St. Germain held 1,060 shares of WEC Energy worth $124K as of Q2 2026.
  • D.J. St. Germain left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up ﹤0.01% of D.J. St. Germain's portfolio in Q2 2026, its #350 holding.
  • D.J. St. Germain first reported a position in WEC Energy in Q4 2017 and has held it in 28 quarters since.
  • D.J. St. Germain's WEC Energy position peaked at $331K in Q3 2019.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.