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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
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

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

Kimelman & Baird's WEC Position: Q2 2026 in Review

Kimelman & Baird held its WEC Energy (WEC) position steady in Q2 2026 at 116 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #211.

Kimelman & Baird first reported a position in WEC in Q2 2024 and has held it in 9 quarters since. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Kimelman & Baird held 116 shares of WEC Energy worth $13.5K as of Q2 2026.
  • Kimelman & Baird left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up ﹤0.01% of Kimelman & Baird's portfolio in Q2 2026, its #211 holding.
  • Kimelman & Baird first reported a position in WEC Energy in Q2 2024 and has held it in 9 quarters since.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Kimelman & Baird's 13F filing for Q2 2026, filed 5 Aug 2026.