KB
WEC icon

Kimelman & Baird’s WEC Energy WEC Stock Holding History

Kimelman & Baird’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 		$13.4K Hold
116
– – ﹤0.01% 210
2025
Q4 		$12.2K Hold
116
– – ﹤0.01% 217
2025
Q3 		$13.3K Hold
116
– – ﹤0.01% 233
2025
Q2 		$12.1K Hold
116
– – ﹤0.01% 249
2025
Q1 		$12.6K Hold
116
– – ﹤0.01% 251
2024
Q4 		$10.9K Hold
116
– – ﹤0.01% 259
2024
Q3 		$11.2K Hold
116
– – ﹤0.01% 265
2024
Q2 		$9.1K Buy
+116
New +$9.42K ﹤0.01% 278

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

Kimelman & Baird's WEC Position: Q1 2026 in Review

Kimelman & Baird held its WEC Energy (WEC) position steady in Q1 2026 at 116 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #210.

Kimelman & Baird first reported a position in WEC in Q2 2024 and has held it in 8 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Kimelman & Baird held 116 shares of WEC Energy worth $13.4K as of Q1 2026.
  • Kimelman & Baird left its WEC Energy share count unchanged in Q1 2026.
  • WEC Energy made up ﹤0.01% of Kimelman & Baird's portfolio in Q1 2026, its #210 holding.
  • Kimelman & Baird first reported a position in WEC Energy in Q2 2024 and has held it in 8 quarters since.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Kimelman & Baird's 13F filing for Q1 2026, filed 13 May 2026.