Empirical Wealth Management’s WEC Energy WEC Stock Holding History

Empirical Wealth Management’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 Q3	$3.97M	Buy	39,441 +2,708	+7%	+$295K	0.05%	188
2026 Q2	$4.29M	Sell	36,733 -16	-0%	-$1.82K	0.06%	177
2026 Q1	$4.25M	Buy	36,749 +775	+2%	+$87.1K	0.07%	166
2025 Q4	$3.79M	Buy	35,974 +1,097	+3%	+$121K	0.07%	169
2025 Q3	$4M	Sell	34,877 -619	-2%	-$67.1K	0.08%	157
2025 Q2	$3.7M	Sell	35,496 -1,573	-4%	-$167K	0.08%	154
2025 Q1	$4.04M	Buy	37,069 +1,614	+5%	+$165K	0.1%	145
2024 Q4	$3.33M	Sell	35,455 -2,330	-6%	-$226K	0.09%	144
2024 Q3	$3.63M	Sell	37,785 -11	-0%	-$975	0.1%	142
2024 Q2	$2.97M	Buy	37,796 +54	+0.1%	+$4.39K	0.09%	141
2024 Q1	$3.1M	Sell	37,742 -547	-1%	-$44K	0.09%	136
2023 Q4	$3.22M	Buy	+38,289	New	+$3.15M	0.11%	129
2021 Q1	–	Sell	-2,478	Closed	-$228K	–	423
2020 Q4	$228K	Hold	2,478	–	–	0.02%	325
2020 Q3	$240K	Hold	2,478	–	–	0.02%	301
2020 Q2	$217K	Sell	2,478 -112	-4%	-$10.1K	0.02%	307
2020 Q1	$228K	Buy	+2,590	New	+$249K	0.02%	285

Other funds holding WEC

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Empirical Wealth Management's WEC Position: Q3 2026 in Review

Empirical Wealth Management increased its WEC Energy (WEC) stake by 7.4% in Q3 2026, buying an estimated $295K and bringing the position to 39,441 shares worth $3.97M. The position accounts for 0.05% of the portfolio, ranked #188.

Empirical Wealth Management first reported a position in WEC in Q1 2020 and has held it in 16 quarters since. The position peaked at $4.29M in Q2 2026. 1,015 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

Empirical Wealth Management held 39,441 shares of WEC Energy worth $3.97M as of Q3 2026.
Empirical Wealth Management bought 2,708 WEC Energy shares in Q3 2026, an estimated $295K.
WEC Energy made up 0.05% of Empirical Wealth Management's portfolio in Q3 2026, its #188 holding.
Empirical Wealth Management first reported a position in WEC Energy in Q1 2020 and has held it in 16 quarters since.
Empirical Wealth Management's WEC Energy position peaked at $4.29M in Q2 2026.
1,015 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.