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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
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 $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

Keebeck Wealth Management's WEC Position: Q1 2026 in Review

Keebeck Wealth Management reduced its WEC Energy (WEC) stake by 28% in Q1 2026, selling an estimated $1.23M and leaving 28,871 shares worth $3.34M. The position accounts for 0.38% of the portfolio, ranked #68.

Keebeck Wealth Management first reported a position in WEC in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.77M in Q3 2025. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Keebeck Wealth Management held 28,871 shares of WEC Energy worth $3.34M as of Q1 2026.
  • Keebeck Wealth Management sold 10,952 WEC Energy shares in Q1 2026, an estimated $1.23M.
  • WEC Energy made up 0.38% of Keebeck Wealth Management's portfolio in Q1 2026, its #68 holding.
  • Keebeck Wealth Management first reported a position in WEC Energy in Q1 2025 and has held it in 5 quarters since.
  • Keebeck Wealth Management's WEC Energy position peaked at $4.77M in Q3 2025.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.