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Drake & Associates’s WEC Energy WEC Stock Holding History

Drake & 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 		$1.97M Buy
16,887
+2,656
+19% +$303K 0.33% 24
2026
Q1 		$1.65M Buy
14,231
+4,017
+39% +$451K 0.31% 28
2025
Q4 		$1.08M Buy
10,214
+892
+10% +$98.8K 0.21% 54
2025
Q3 		$1.04M Buy
9,322
+310
+3% +$33.6K 0.22% 55
2025
Q2 		$939K Buy
9,012
+1,940
+27% +$206K 0.23% 48
2025
Q1 		$771K Sell
7,072
-1,384
-16% -$141K 0.22% 47
2024
Q4 		$861K Buy
8,456
+2,240
+36% +$217K 0.25% 47
2024
Q3 		$598K Buy
6,216
+120
+2% +$10.6K 0.19% 42
2024
Q2 		$478K Buy
6,096
+114
+2% +$9.26K 0.17% 41
2024
Q1 		$491K Buy
5,982
+14
+0.2% +$1.13K 0.18% 41
2023
Q4 		$502K Buy
5,968
+49
+0.8% +$4.04K 0.21% 36
2023
Q3 		$477K Sell
5,919
-96
-2% -$8.34K 0.22% 40
2023
Q2 		$531K Sell
6,015
-77
-1% -$7.11K 0.24% 31
2023
Q1 		$577K Buy
6,092
+121
+2% +$11.2K 0.28% 30
2022
Q4 		$560K Buy
5,971
+9
+0.2% +$832 0.3% 27
2022
Q3 		$533K Buy
5,962
+255
+4% +$26K 0.3% 22
2022
Q2 		$574K Buy
+5,707
New +$579K 0.32% 19

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

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

Drake & Associates increased its WEC Energy (WEC) stake by 19% in Q2 2026, buying an estimated $303K and bringing the position to 16,887 shares worth $1.97M. The position accounts for 0.33% of the portfolio, ranked #24.

Drake & Associates first reported a position in WEC in Q2 2022 and has held it in 17 quarters since. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Drake & Associates held 16,887 shares of WEC Energy worth $1.97M as of Q2 2026.
  • Drake & Associates bought 2,656 WEC Energy shares in Q2 2026, an estimated $303K.
  • WEC Energy made up 0.33% of Drake & Associates's portfolio in Q2 2026, its #24 holding.
  • Drake & Associates first reported a position in WEC Energy in Q2 2022 and has held it in 17 quarters since.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Drake & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.