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Keystone Financial Group (Kentucky)’s WEC Energy WEC Stock Holding History

Keystone Financial Group (Kentucky)’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 		$481K Buy
4,152
+1,627
+64% +$183K 0.03% 302
2025
Q4 		$266K Sell
2,525
-643
-20% -$71.2K 0.02% 377
2025
Q3 		$363K Buy
3,168
+123
+4% +$13.3K 0.03% 292
2025
Q2 		$317K Hold
3,045
– – 0.03% 307
2025
Q1 		$332K Sell
3,045
-126
-4% -$12.9K 0.03% 272
2024
Q4 		$298K Buy
3,171
+1
+0% +$97 0.03% 296
2024
Q3 		$305K Buy
3,170
+2
+0.1% +$177 0.04% 274
2024
Q2 		$249K Sell
3,168
-44
-1% -$3.57K 0.09% 141
2024
Q1 		$264K Buy
3,212
+1
+0% +$80 0.04% 277
2023
Q4 		$270K Buy
3,211
+138
+4% +$11.4K 0.05% 231
2023
Q3 		$248K Buy
3,073
+28
+0.9% +$2.43K 0.04% 238
2023
Q2 		$269K Buy
+3,045
New +$281K 0.05% 233
2022
Q4 		$285K Hold
3,045
– – 0.06% 214
2022
Q3 		$272K Buy
3,045
+30
+1% +$3.06K 0.06% 216
2022
Q2 		$303K Hold
3,015
– – 0.06% 208
2022
Q1 		$301K Hold
3,015
– – 0.05% 227
2021
Q4 		$293K Sell
3,015
-200
-6% -$18.3K 0.05% 244
2021
Q3 		$284K Hold
3,215
– – 0.05% 232
2021
Q2 		$286K Hold
3,215
– – 0.05% 234
2021
Q1 		$301K Hold
3,215
– – 0.06% 209
2020
Q4 		$296K Sell
3,215
-50
-2% -$4.87K 0.06% 197
2020
Q3 		$316K Buy
3,265
+389
+14% +$36.2K 0.08% 177
2020
Q2 		$252K Sell
2,876
-135
-4% -$12.2K 0.07% 187
2020
Q1 		$265K Hold
3,011
– – 0.09% 164
2019
Q4 		$278K Sell
3,011
-100
-3% -$9.12K 0.07% 192
2019
Q3 		$296K Hold
3,111
– – 0.09% 175
2019
Q2 		$259K Sell
3,111
-100
-3% -$8.02K 0.08% 182
2019
Q1 		$254K Sell
3,211
-270
-8% -$20K 0.09% 178
2018
Q4 		$241K Hold
3,481
– – 0.11% 156
2018
Q3 		$232K Hold
3,481
– – 0.1% 171
2018
Q2 		$227K Buy
+3,481
New +$216K 0.13% 146

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

Keystone Financial Group (Kentucky)'s WEC Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) increased its WEC Energy (WEC) stake by 64% in Q1 2026, buying an estimated $183K and bringing the position to 4,152 shares worth $481K. The position accounts for 0.03% of the portfolio, ranked #302.

Keystone Financial Group (Kentucky) first reported a position in WEC in Q2 2018 and has held it in 31 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Keystone Financial Group (Kentucky) held 4,152 shares of WEC Energy worth $481K as of Q1 2026.
  • Keystone Financial Group (Kentucky) bought 1,627 WEC Energy shares in Q1 2026, an estimated $183K.
  • WEC Energy made up 0.03% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #302 holding.
  • Keystone Financial Group (Kentucky) first reported a position in WEC Energy in Q2 2018 and has held it in 31 quarters since.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.