Keebeck Wealth Management
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Keebeck Wealth Management’s WEC Energy WEC Stock Holding History

Keebeck Wealth Management’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
Q3 		$2.71M Sell
26,896
-3,384
-11% -$368K 0.26% 95
2026
Q2 		$3.54M Buy
30,280
+1,409
+5% +$161K 0.35% 75
2026
Q1 		$3.34M Sell
28,871
-10,952
-28% -$1.23M 0.38% 68
2025
Q4 		$4.2M Sell
39,823
-1,773
-4% -$196K 0.48% 54
2025
Q3 		$4.77M Sell
41,596
-911
-2% -$98.7K 0.56% 49
2025
Q2 		$4.43M Buy
42,507
+14,871
+54% +$1.58M 0.58% 47
2025
Q1 		$3.01M Buy
+27,636
New +$2.82M 0.44% 65

Other funds holding WEC

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Keebeck Wealth Management's WEC Position: Q3 2026 in Review

Keebeck Wealth Management reduced its WEC Energy (WEC) stake by 11% in Q3 2026, selling an estimated $368K and leaving 26,896 shares worth $2.71M. The position accounts for 0.26% of the portfolio, ranked #95.

Keebeck Wealth Management first reported a position in WEC in Q1 2025 and has held it in 7 quarters since. The position peaked at $4.77M in Q3 2025. 1,001 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • Keebeck Wealth Management held 26,896 shares of WEC Energy worth $2.71M as of Q3 2026.
  • Keebeck Wealth Management sold 3,384 WEC Energy shares in Q3 2026, an estimated $368K.
  • WEC Energy made up 0.26% of Keebeck Wealth Management's portfolio in Q3 2026, its #95 holding.
  • Keebeck Wealth Management first reported a position in WEC Energy in Q1 2025 and has held it in 7 quarters since.
  • Keebeck Wealth Management's WEC Energy position peaked at $4.77M in Q3 2025.
  • 1,001 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Keebeck Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.