Frank Rimerman Advisors’s WEC Energy WEC Stock Holding History

Frank Rimerman Advisors’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	$354K	Buy	3,059 +4	+0.1%	+$449	0.02%	455
2025 Q4	$322K	Sell	3,055 -566	-16%	-$62.7K	0.02%	487
2025 Q3	$415K	Buy	3,621 +695	+24%	+$75.3K	0.03%	404
2025 Q2	$305K	Sell	2,926 -890	-23%	-$94.7K	0.02%	451
2025 Q1	$416K	Sell	3,816 -207	-5%	-$21.1K	0.03%	351
2024 Q4	$378K	Buy	4,023 +919	+30%	+$89.1K	0.03%	366
2024 Q3	$299K	Sell	3,104 -9,019	-74%	-$799K	0.02%	421
2024 Q2	$951K	Buy	+12,123	New	+$985K	0.07%	230

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

Frank Rimerman Advisors's WEC Position: Q1 2026 in Review

Frank Rimerman Advisors increased its WEC Energy (WEC) stake by 0.13% in Q1 2026, buying an estimated $449 and bringing the position to 3,059 shares worth $354K. The position accounts for 0.02% of the portfolio, ranked #455.

Frank Rimerman Advisors first reported a position in WEC in Q2 2024 and has held it in 8 quarters since. The position peaked at $951K in Q2 2024. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Frank Rimerman Advisors held 3,059 shares of WEC Energy worth $354K as of Q1 2026.
Frank Rimerman Advisors bought 4 WEC Energy shares in Q1 2026, an estimated $449.
WEC Energy made up 0.02% of Frank Rimerman Advisors's portfolio in Q1 2026, its #455 holding.
Frank Rimerman Advisors first reported a position in WEC Energy in Q2 2024 and has held it in 8 quarters since.
Frank Rimerman Advisors's WEC Energy position peaked at $951K in Q2 2024.
1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.