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Ironwood Investment Counsel’s WEC Energy WEC Stock Holding History

Ironwood Investment Counsel’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 		$307K Hold
2,654
– – 0.04% 214
2025
Q4 		$280K Hold
2,654
– – 0.04% 225
2025
Q3 		$304K Hold
2,654
– – 0.04% 215
2025
Q2 		$277K Sell
2,654
-32
-1% -$3.4K 0.04% 216
2025
Q1 		$293K Buy
2,686
+32
+1% +$3.27K 0.05% 196
2024
Q4 		$250K Sell
2,654
-31
-1% -$3.01K 0.04% 217
2024
Q3 		$258K Buy
2,685
+31
+1% +$2.75K 0.04% 225
2024
Q2 		$208K Sell
2,654
-46
-2% -$3.74K 0.04% 244
2024
Q1 		$222K Hold
2,700
– – 0.04% 238
2023
Q4 		$227K Hold
2,700
– – 0.04% 229
2023
Q3 		$217K Buy
+2,700
New +$235K 0.05% 221

Other funds holding WEC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ironwood Investment Counsel's WEC Position: Q1 2026 in Review

Ironwood Investment Counsel held its WEC Energy (WEC) position steady in Q1 2026 at 2,654 shares worth $307K. The position accounts for 0.04% of the portfolio, ranked #214.

Ironwood Investment Counsel first reported a position in WEC in Q3 2023 and has held it in 11 quarters since. 1,373 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Ironwood Investment Counsel held 2,654 shares of WEC Energy worth $307K as of Q1 2026.
  • Ironwood Investment Counsel left its WEC Energy share count unchanged in Q1 2026.
  • WEC Energy made up 0.04% of Ironwood Investment Counsel's portfolio in Q1 2026, its #214 holding.
  • Ironwood Investment Counsel first reported a position in WEC Energy in Q3 2023 and has held it in 11 quarters since.
  • 1,373 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Ironwood Investment Counsel's 13F filing for Q1 2026, filed 7 May 2026.