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 Q3	$11.7K	Hold	116	–	–	﹤0.01%	213
2026 Q2	$13.5K	Hold	116	–	–	﹤0.01%	211
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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Cincinnati Insurance Fairfield, Ohio $6.81B AUM 16.53% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Kimelman & Baird's WEC Position: Q3 2026 in Review

Kimelman & Baird held its WEC Energy (WEC) position steady in Q3 2026 at 116 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #213.

Kimelman & Baird first reported a position in WEC in Q2 2024 and has held it in 10 quarters since. The position peaked at $13.5K in Q2 2026. 629 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

Kimelman & Baird held 116 shares of WEC Energy worth $11.7K as of Q3 2026.
Kimelman & Baird left its WEC Energy share count unchanged in Q3 2026.
WEC Energy made up ﹤0.01% of Kimelman & Baird's portfolio in Q3 2026, its #213 holding.
Kimelman & Baird first reported a position in WEC Energy in Q2 2024 and has held it in 10 quarters since.
Kimelman & Baird's WEC Energy position peaked at $13.5K in Q2 2026.
629 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Kimelman & Baird's 13F filing for Q3 2026, filed 3 Nov 2026.