Edgemoor Investment Advisors’s WEC Energy WEC Stock Holding History

Edgemoor 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	$210K	Sell	1,799 -153	-8%	-$17.5K	0.01%	183
2026 Q1	$226K	Hold	1,952	–	–	0.02%	162
2025 Q4	$206K	Hold	1,952	–	–	0.02%	171
2025 Q3	$224K	Hold	1,952	–	–	0.02%	181
2025 Q2	$203K	Hold	1,952	–	–	0.02%	170
2025 Q1	$213K	Buy	+1,952	New	+$199K	0.02%	157
2020 Q4	–	Sell	-3,335	Closed	-$323K	–	137
2020 Q3	$323K	Hold	3,335	–	–	0.04%	102
2020 Q2	$292K	Hold	3,335	–	–	0.04%	101
2020 Q1	$294K	Hold	3,335	–	–	0.05%	96
2019 Q4	$308K	Hold	3,335	–	–	0.04%	110
2019 Q3	$317K	Hold	3,335	–	–	0.04%	107
2019 Q2	$278K	Hold	3,335	–	–	0.04%	114
2019 Q1	$264K	Hold	3,335	–	–	0.03%	121
2018 Q4	$231K	Hold	3,335	–	–	0.03%	120
2018 Q3	$223K	Hold	3,335	–	–	0.03%	131
2018 Q2	$216K	Hold	3,335	–	–	0.03%	129
2018 Q1	$209K	Hold	3,335	–	–	0.03%	138
2017 Q4	$211K	Hold	3,335	–	–	0.03%	138
2017 Q3	$209K	Hold	3,335	–	–	0.03%	137
2017 Q2	$205K	Hold	3,335	–	–	0.03%	132
2017 Q1	$202K	Buy	+3,335	New	+$197K	0.03%	121

Other funds holding WEC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Edgemoor Investment Advisors reduced its WEC Energy (WEC) stake by 7.8% in Q2 2026, selling an estimated $17.5K and leaving 1,799 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #183.

Edgemoor Investment Advisors first reported a position in WEC in Q1 2017 and has held it in 21 quarters since. The position peaked at $323K in Q3 2020. 1,412 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Edgemoor Investment Advisors held 1,799 shares of WEC Energy worth $210K as of Q2 2026.
Edgemoor Investment Advisors sold 153 WEC Energy shares in Q2 2026, an estimated $17.5K.
WEC Energy made up 0.01% of Edgemoor Investment Advisors's portfolio in Q2 2026, its #183 holding.
Edgemoor Investment Advisors first reported a position in WEC Energy in Q1 2017 and has held it in 21 quarters since.
Edgemoor Investment Advisors's WEC Energy position peaked at $323K in Q3 2020.
1,412 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.