Evermay Wealth Management’s WEC Energy WEC Stock Holding History

Evermay 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	$114K	Hold	1,128	–	–	0.01%	263
2026 Q2	$132K	Hold	1,128	–	–	0.01%	241
2026 Q1	$131K	Hold	1,128	–	–	0.01%	229
2025 Q4	$119K	Hold	1,128	–	–	0.01%	243
2025 Q3	$129K	Hold	1,128	–	–	0.01%	240
2025 Q2	$118K	Hold	1,128	–	–	0.01%	246
2025 Q1	$123K	Buy	+1,128	New	+$115K	0.02%	236
2024 Q1	–	Sell	-4	Closed	-$337	–	731
2023 Q4	$337	Buy	+4	New	+$329	﹤0.01%	641
2023 Q1	–	Sell	-278	Closed	-$26.1K	–	585
2022 Q4	$26.1K	Hold	278	–	–	0.01%	350
2022 Q3	$25K	Hold	278	–	–	0.01%	330
2022 Q2	$28K	Hold	278	–	–	0.01%	320
2022 Q1	$28K	Hold	278	–	–	﹤0.01%	344
2021 Q4	$27K	Buy	+278	New	+$25.4K	﹤0.01%	334

Other funds holding WEC

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

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Evermay Wealth Management held its WEC Energy (WEC) position steady in Q3 2026 at 1,128 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #263.

Evermay Wealth Management first reported a position in WEC in Q4 2021 and has held it in 13 quarters since. The position peaked at $132K in Q2 2026. 857 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

Evermay Wealth Management held 1,128 shares of WEC Energy worth $114K as of Q3 2026.
Evermay Wealth Management left its WEC Energy share count unchanged in Q3 2026.
WEC Energy made up 0.01% of Evermay Wealth Management's portfolio in Q3 2026, its #263 holding.
Evermay Wealth Management first reported a position in WEC Energy in Q4 2021 and has held it in 13 quarters since.
Evermay Wealth Management's WEC Energy position peaked at $132K in Q2 2026.
857 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.