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Keudell/Morrison Wealth Management’s WEC Energy WEC Stock Holding History

Keudell/Morrison 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 		$442K Buy
3,781
+427
+13% +$48.7K 0.08% 150
2026
Q1 		$388K Buy
+3,354
New +$377K 0.08% 158

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

Keudell/Morrison Wealth Management's WEC Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its WEC Energy (WEC) stake by 13% in Q2 2026, buying an estimated $48.7K and bringing the position to 3,781 shares worth $442K. The position accounts for 0.08% of the portfolio, ranked #150.

Keudell/Morrison Wealth Management first reported a position in WEC in Q1 2026 and has held it in 2 quarters since. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Keudell/Morrison Wealth Management held 3,781 shares of WEC Energy worth $442K as of Q2 2026.
  • Keudell/Morrison Wealth Management bought 427 WEC Energy shares in Q2 2026, an estimated $48.7K.
  • WEC Energy made up 0.08% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #150 holding.
  • Keudell/Morrison Wealth Management first reported a position in WEC Energy in Q1 2026 and has held it in 2 quarters since.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.