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Empirical Finance’s WEC Energy WEC Stock Holding History

Empirical Finance’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 		$1.3M Buy
11,141
+383
+4% +$43.7K 0.05% 260
2026
Q1 		$1.25M Sell
10,758
-9
-0.1% -$1.01K 0.06% 262
2025
Q4 		$1.14M Sell
10,767
-463
-4% -$51.3K 0.05% 268
2025
Q3 		$1.29M Buy
11,230
+113
+1% +$12.2K 0.06% 264
2025
Q2 		$1.16M Buy
11,117
+74
+0.7% +$7.87K 0.06% 265
2025
Q1 		$1.2M Buy
11,043
+297
+3% +$30.3K 0.07% 245
2024
Q4 		$1.01M Sell
10,746
-138
-1% -$13.4K 0.06% 271
2024
Q3 		$1.05M Buy
10,884
+229
+2% +$20.3K 0.06% 266
2024
Q2 		$836K Sell
10,655
-734
-6% -$59.6K 0.05% 299
2024
Q1 		$935K Buy
11,389
+384
+3% +$30.9K 0.06% 290
2023
Q4 		$926K Buy
11,005
+79
+0.7% +$6.51K 0.06% 271
2023
Q3 		$880K Buy
10,926
+1,005
+10% +$87.3K 0.06% 261
2023
Q2 		$875K Buy
9,921
+1,154
+13% +$107K 0.07% 262
2023
Q1 		$831K Buy
8,767
+447
+5% +$41.4K 0.08% 251
2022
Q4 		$780K Buy
8,320
+641
+8% +$59.2K 0.08% 250
2022
Q3 		$687K Buy
7,679
+1,256
+20% +$128K 0.08% 238
2022
Q2 		$646K Buy
6,423
+342
+6% +$34.7K 0.08% 230
2022
Q1 		$607K Buy
6,081
+674
+12% +$63.6K 0.07% 266
2021
Q4 		$525K Buy
5,407
+1,455
+37% +$133K 0.06% 285
2021
Q3 		$349K Buy
3,952
+220
+6% +$20.6K 0.05% 323
2021
Q2 		$332K Buy
3,732
+559
+18% +$52.7K 0.05% 312
2021
Q1 		$292K Hold
3,173
– – 0.05% 271
2020
Q4 		$292K Buy
3,173
+557
+21% +$54.2K 0.05% 271
2020
Q3 		$253K Buy
+2,616
New +$244K 0.05% 241
2017
Q1 		– Sell
-138
Closed -$9K – 575
2016
Q4 		$9K Buy
+138
New +$7.92K 0.01% 413

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

Empirical Finance's WEC Position: Q2 2026 in Review

Empirical Finance increased its WEC Energy (WEC) stake by 3.6% in Q2 2026, buying an estimated $43.7K and bringing the position to 11,141 shares worth $1.3M. The position accounts for 0.05% of the portfolio, ranked #260.

Empirical Finance first reported a position in WEC in Q4 2016 and has held it in 25 quarters since. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Empirical Finance held 11,141 shares of WEC Energy worth $1.3M as of Q2 2026.
  • Empirical Finance bought 383 WEC Energy shares in Q2 2026, an estimated $43.7K.
  • WEC Energy made up 0.05% of Empirical Finance's portfolio in Q2 2026, its #260 holding.
  • Empirical Finance first reported a position in WEC Energy in Q4 2016 and has held it in 25 quarters since.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Empirical Finance's 13F filing for Q2 2026, filed 14 Aug 2026.