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Fairman Group’s WEC Energy WEC Stock Holding History

Fairman Group’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 		$6.42K Hold
55
– – 0.01% 189
2026
Q1 		$6.37K Hold
55
– – 0.01% 177
2025
Q4 		$5.8K Buy
+55
New +$6.09K ﹤0.01% 188
2025
Q1 		– Sell
-6
Closed -$564 – 345
2024
Q4 		$564 Sell
6
-7
-54% -$679 ﹤0.01% 309
2024
Q3 		$1.25K Hold
13
– – ﹤0.01% 318
2024
Q2 		$1.02K Hold
13
– – ﹤0.01% 328
2024
Q1 		$1.07K Sell
13
-430
-97% -$34.6K ﹤0.01% 321
2023
Q4 		$37.3K Buy
+443
New +$36.5K 0.04% 121

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

Fairman Group's WEC Position: Q2 2026 in Review

Fairman Group held its WEC Energy (WEC) position steady in Q2 2026 at 55 shares worth $6.42K. The position accounts for 0.01% of the portfolio, ranked #189.

Fairman Group first reported a position in WEC in Q4 2023 and has held it in 8 quarters since. The position peaked at $37.3K in Q4 2023. 1,410 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Fairman Group held 55 shares of WEC Energy worth $6.42K as of Q2 2026.
  • Fairman Group left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up 0.01% of Fairman Group's portfolio in Q2 2026, its #189 holding.
  • Fairman Group first reported a position in WEC Energy in Q4 2023 and has held it in 8 quarters since.
  • Fairman Group's WEC Energy position peaked at $37.3K in Q4 2023.
  • 1,410 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Fairman Group's 13F filing for Q2 2026, filed 4 Aug 2026.