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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
Q2 		$149K Buy
+1,278
New +$146K 0.01% 467
2026
Q1 		– Sell
-1,628
Closed -$172K – 709
2025
Q4 		$172K Buy
+1,628
New +$180K 0.03% 437

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 $3.38T AUM 44.17% 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

Havemeyer Place's WEC Position: Q2 2026 in Review

Havemeyer Place opened a new position in WEC Energy (WEC) in Q2 2026: 1,278 shares worth $149K. The stake represents 0.01% of the portfolio and ranks #467 among its holdings. This is a return to the name: Havemeyer Place previously reported a position in WEC as recently as Q4 2025.

Havemeyer Place first reported a position in WEC in Q4 2025 and has held it in 2 quarters since. The position peaked at $172K in Q4 2025. 1,412 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Havemeyer Place held 1,278 shares of WEC Energy worth $149K as of Q2 2026.
  • WEC Energy was a new Havemeyer Place position in Q2 2026.
  • WEC Energy made up 0.01% of Havemeyer Place's portfolio in Q2 2026, its #467 holding.
  • Havemeyer Place first reported a position in WEC Energy in Q4 2025 and has held it in 2 quarters since.
  • Havemeyer Place's WEC Energy position peaked at $172K in Q4 2025.
  • 1,412 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Havemeyer Place's 13F filing for Q2 2026, filed 13 Aug 2026.