Havemeyer Place’s WEC Energy WEC Stock Holding History

Havemeyer Place’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	–	Sell	-1,628	Closed	-$172K	–	709
2025 Q4	$172K	Buy	+1,628	New	+$180K	0.03%	437

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

Havemeyer Place's WEC Position: Q1 2026 in Review

Havemeyer Place sold out of WEC Energy (WEC) in Q1 2026, closing a stake of 1,628 shares — an estimated $172K sold.

Havemeyer Place first reported a position in WEC in Q4 2025 and held it in 1 quarter. The position peaked at $172K in Q4 2025. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Havemeyer Place reported no remaining WEC Energy position as of Q1 2026 after selling out during the quarter.
Havemeyer Place sold 1,628 WEC Energy shares in Q1 2026, an estimated $172K.
Havemeyer Place first reported a position in WEC Energy in Q4 2025 and held it in 1 quarter.
Havemeyer Place's WEC Energy position peaked at $172K in Q4 2025.
1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Havemeyer Place's 13F filing for Q1 2026, filed 13 May 2026.