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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Evermay Wealth Management's WEC Position: Q1 2026 in Review

Evermay Wealth Management held its WEC Energy (WEC) position steady in Q1 2026 at 1,128 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #229.

Evermay Wealth Management first reported a position in WEC in Q4 2021 and has held it in 11 quarters since. 1,372 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Evermay Wealth Management held 1,128 shares of WEC Energy worth $131K as of Q1 2026.
Evermay Wealth Management left its WEC Energy share count unchanged in Q1 2026.
WEC Energy made up 0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #229 holding.
Evermay Wealth Management first reported a position in WEC Energy in Q4 2021 and has held it in 11 quarters since.
1,372 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.