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KCM Investment Advisors’s WEC Energy WEC Stock Holding History

KCM Investment 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 		$1.94M Sell
16,743
-786
-4% -$88.3K 0.06% 161
2025
Q4 		$1.85M Sell
17,529
-1,546
-8% -$171K 0.06% 167
2025
Q3 		$2.19M Sell
19,075
-582
-3% -$63.1K 0.07% 156
2025
Q2 		$2.05M Sell
19,657
-342
-2% -$36.4K 0.07% 157
2025
Q1 		$2.18M Sell
19,999
-319
-2% -$32.6K 0.08% 149
2024
Q4 		$1.91M Buy
20,318
+33
+0.2% +$3.2K 0.07% 160
2024
Q3 		$1.95M Buy
20,285
+39
+0.2% +$3.46K 0.07% 161
2024
Q2 		$1.59M Sell
20,246
-1,193
-6% -$96.9K 0.06% 172
2024
Q1 		$1.76M Sell
21,439
-2,170
-9% -$175K 0.07% 168
2023
Q4 		$1.99M Sell
23,609
-2,667
-10% -$220K 0.08% 151
2023
Q3 		$2.12M Sell
26,276
-60
-0.2% -$5.21K 0.09% 143
2023
Q2 		$2.32M Sell
26,336
-694
-3% -$64.1K 0.09% 144
2023
Q1 		$2.56M Sell
27,030
-95
-0.4% -$8.79K 0.1% 144
2022
Q4 		$2.54M Sell
27,125
-895
-3% -$82.7K 0.11% 141
2022
Q3 		$2.51M Sell
28,020
-789
-3% -$80.6K 0.12% 133
2022
Q2 		$2.9M Sell
28,809
-737
-2% -$74.7K 0.13% 128
2022
Q1 		$2.95M Sell
29,546
-1,545
-5% -$146K 0.11% 135
2021
Q4 		$3.02M Sell
31,091
-732
-2% -$66.9K 0.11% 142
2021
Q3 		$2.81M Sell
31,823
-142
-0.4% -$13.3K 0.11% 138
2021
Q2 		$2.84M Buy
31,965
+8
+0% +$754 0.12% 131
2021
Q1 		$2.99M Sell
31,957
-2,266
-7% -$198K 0.13% 120
2020
Q4 		$3.15M Sell
34,223
-717
-2% -$69.8K 0.15% 111
2020
Q3 		$3.39M Sell
34,940
-1,277
-4% -$119K 0.19% 97
2020
Q2 		$3.17M Sell
36,217
-1,419
-4% -$128K 0.18% 103
2020
Q1 		$3.32M Sell
37,636
-2,252
-6% -$217K 0.22% 89
2019
Q4 		$3.68M Sell
39,888
-488
-1% -$44.5K 0.2% 97
2019
Q3 		$3.84M Sell
40,376
-333
-0.8% -$30K 0.22% 95
2019
Q2 		$3.39M Buy
40,709
+828
+2% +$66.4K 0.2% 99
2019
Q1 		$3.15M Sell
39,881
-1,693
-4% -$126K 0.2% 105
2018
Q4 		$2.88M Sell
41,574
-3,824
-8% -$269K 0.19% 109
2018
Q3 		$3.03M Sell
45,398
-14,757
-25% -$984K 0.17% 114
2018
Q2 		$3.89M Sell
60,155
-11,740
-16% -$730K 0.24% 95
2018
Q1 		$4.51M Sell
71,895
-11,938
-14% -$741K 0.27% 90
2017
Q4 		$5.57M Sell
83,833
-2,480
-3% -$166K 0.33% 81
2017
Q3 		$5.42M Sell
86,313
-621
-0.7% -$39.6K 0.33% 80
2017
Q2 		$5.34M Sell
86,934
-2,210
-2% -$137K 0.33% 79
2017
Q1 		$5.41M Buy
89,144
+512
+0.6% +$30.2K 0.35% 77
2016
Q4 		$5.2M Sell
88,632
-1,300
-1% -$74.6K 0.35% 79
2016
Q3 		$5.38M Sell
89,932
-15
-0% -$936 0.37% 78
2016
Q2 		$5.87M Sell
89,947
-3,014
-3% -$181K 0.41% 68
2016
Q1 		$5.58M Sell
92,961
-1,039
-1% -$58.2K 0.41% 69
2015
Q4 		$4.82M Sell
94,000
-39
-0% -$1.99K 0.38% 79
2015
Q3 		$4.91M Sell
94,039
-1,421
-1% -$69.1K 0.41% 72
2015
Q2 		$4.29M Buy
95,460
+4,123
+5% +$198K 0.34% 89
2015
Q1 		$4.52M Buy
91,337
+5,641
+7% +$295K 0.36% 83
2014
Q4 		$4.52M Buy
85,696
+25,883
+43% +$1.27M 0.38% 77
2014
Q3 		$2.57M Buy
59,813
+28,004
+88% +$1.24M 0.24% 122
2014
Q2 		$1.49M Buy
31,809
+10,015
+46% +$465K 0.14% 185
2014
Q1 		$1.01M Sell
21,794
-750
-3% -$32.3K 0.1% 219
2013
Q4 		$932K Buy
22,544
+100
+0.4% +$4.15K 0.1% 218
2013
Q3 		$906K Buy
22,444
+519
+2% +$21.6K 0.11% 217
2013
Q2 		$899K Buy
+21,925
New +$930K 0.11% 207

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

KCM Investment Advisors's WEC Position: Q1 2026 in Review

KCM Investment Advisors reduced its WEC Energy (WEC) stake by 4.5% in Q1 2026, selling an estimated $88.3K and leaving 16,743 shares worth $1.94M. The position accounts for 0.06% of the portfolio, ranked #161.

KCM Investment Advisors first reported a position in WEC in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.87M in Q2 2016. 1,372 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • KCM Investment Advisors held 16,743 shares of WEC Energy worth $1.94M as of Q1 2026.
  • KCM Investment Advisors sold 786 WEC Energy shares in Q1 2026, an estimated $88.3K.
  • WEC Energy made up 0.06% of KCM Investment Advisors's portfolio in Q1 2026, its #161 holding.
  • KCM Investment Advisors first reported a position in WEC Energy in Q2 2013 and has held it in 52 quarters since.
  • KCM Investment Advisors's WEC Energy position peaked at $5.87M in Q2 2016.
  • 1,372 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.