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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
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

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 $3.37T AUM 44.26% 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

Keebeck Wealth Management's WEC Position: Q2 2026 in Review

Keebeck Wealth Management increased its WEC Energy (WEC) stake by 4.9% in Q2 2026, buying an estimated $161K and bringing the position to 30,280 shares worth $3.54M. The position accounts for 0.35% of the portfolio, ranked #75.

Keebeck Wealth Management first reported a position in WEC in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.77M in Q3 2025. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Keebeck Wealth Management held 30,280 shares of WEC Energy worth $3.54M as of Q2 2026.
  • Keebeck Wealth Management bought 1,409 WEC Energy shares in Q2 2026, an estimated $161K.
  • WEC Energy made up 0.35% of Keebeck Wealth Management's portfolio in Q2 2026, its #75 holding.
  • Keebeck Wealth Management first reported a position in WEC Energy in Q1 2025 and has held it in 6 quarters since.
  • Keebeck Wealth Management's WEC Energy position peaked at $4.77M in Q3 2025.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.