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Dougherty & Associates’s WEC Energy WEC Stock Holding History

Dougherty & Associates’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 		$588K Sell
5,032
-130
-3% -$14.8K 0.47% 35
2026
Q1 		$598K Sell
5,162
-90
-2% -$10.1K 0.55% 35
2025
Q4 		$554K Buy
+5,252
New +$582K 0.5% 35

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

Dougherty & Associates's WEC Position: Q2 2026 in Review

Dougherty & Associates reduced its WEC Energy (WEC) stake by 2.5% in Q2 2026, selling an estimated $14.8K and leaving 5,032 shares worth $588K. The position accounts for 0.47% of the portfolio, ranked #35.

Dougherty & Associates first reported a position in WEC in Q4 2025 and has held it in 3 quarters since. The position peaked at $598K in Q1 2026. 1,404 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Dougherty & Associates held 5,032 shares of WEC Energy worth $588K as of Q2 2026.
  • Dougherty & Associates sold 130 WEC Energy shares in Q2 2026, an estimated $14.8K.
  • WEC Energy made up 0.47% of Dougherty & Associates's portfolio in Q2 2026, its #35 holding.
  • Dougherty & Associates first reported a position in WEC Energy in Q4 2025 and has held it in 3 quarters since.
  • Dougherty & Associates's WEC Energy position peaked at $598K in Q1 2026.
  • 1,404 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Dougherty & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.