P.J. Schmidt Investment Management (PJS)’s WEC Energy WEC Stock Holding History

P.J. Schmidt Investment Management (PJS)’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	$1.02M	Hold	8,748	–	–	0.16%	79
2026 Q1	$1.01M	Hold	8,748	–	–	0.17%	75
2025 Q4	$923K	Sell	8,748 -1,000	-10%	-$111K	0.15%	84
2025 Q3	$1.12M	Sell	9,748 -3,434	-26%	-$372K	0.18%	77
2025 Q2	$1.37M	Hold	13,182	–	–	0.24%	64
2025 Q1	$1.44M	Sell	13,182 -48	-0.4%	-$4.9K	0.26%	59
2024 Q4	$1.24M	Hold	13,230	–	–	0.22%	63
2024 Q3	$1.27M	Sell	13,230 -1,002	-7%	-$88.8K	0.22%	62
2024 Q2	$1.12M	Sell	14,232 -1,277	-8%	-$104K	0.2%	65
2024 Q1	$1.27M	Sell	15,509 -1,239	-7%	-$99.6K	0.24%	63
2023 Q4	$1.34M	Sell	16,748 -1,258	-7%	-$104K	0.27%	62
2023 Q3	$1.48M	Sell	18,006 -228	-1%	-$19.8K	0.32%	59
2023 Q2	$1.68M	Sell	18,234 -456	-2%	-$42.1K	0.33%	60
2023 Q1	$1.8M	Sell	18,690 -477	-2%	-$44.2K	0.38%	56
2022 Q4	$1.8M	Sell	19,167 -615	-3%	-$56.8K	0.41%	56
2022 Q3	$1.71M	Sell	19,782 -120	-0.6%	-$12.3K	0.41%	54
2022 Q2	$2.11M	Buy	19,902 +3,804	+24%	+$386K	0.46%	52
2022 Q1	$1.61M	Buy	16,098 +770	+5%	+$72.7K	0.36%	55
2021 Q4	$1.49M	Hold	15,328	–	–	0.3%	64
2021 Q3	$1.39M	Sell	15,328 -70	-0.5%	-$6.57K	0.27%	67
2021 Q2	$1.45M	Buy	15,398 +2,070	+16%	+$195K	0.29%	66
2021 Q1	$1.28M	Sell	13,328 -87	-0.6%	-$7.58K	0.27%	70
2020 Q4	$1.19M	Buy	13,415 +2,000	+18%	+$195K	0.27%	69
2020 Q3	$1.17M	Buy	11,415 +2,504	+28%	+$233K	0.28%	66
2020 Q2	$781K	Hold	8,911	–	–	0.23%	67
2020 Q1	$785K	Hold	8,911	–	–	0.27%	65
2019 Q4	$822K	Hold	8,911	–	–	0.22%	76
2019 Q3	$847K	Hold	8,911	–	–	0.24%	75
2019 Q2	$743K	Buy	8,911 +87	+1%	+$6.98K	0.21%	78
2019 Q1	$698K	Hold	8,824	–	–	0.2%	84
2018 Q4	$611K	Sell	8,824 -400	-4%	-$28.1K	0.2%	83
2018 Q3	$616K	Sell	9,224 -560	-6%	-$37.3K	0.17%	90
2018 Q2	$633K	Sell	9,784 -201	-2%	-$12.5K	0.18%	87
2018 Q1	$626K	Sell	9,985 -550	-5%	-$34.1K	0.18%	84
2017 Q4	$700K	Hold	10,535	–	–	0.2%	83
2017 Q3	$661K	Sell	10,535 -750	-7%	-$47.8K	0.2%	84
2017 Q2	$693K	Sell	11,285 -40	-0.4%	-$2.47K	0.21%	84
2017 Q1	$687K	Sell	11,325 -1,040	-8%	-$61.3K	0.24%	81
2016 Q4	$725K	Sell	12,365 -300	-2%	-$17.2K	0.27%	78
2016 Q3	$758K	Sell	12,665 -250	-2%	-$15.6K	0.28%	80
2016 Q2	$843K	Sell	12,915 -150	-1%	-$9.02K	0.31%	80
2016 Q1	$785K	Sell	13,065 -900	-6%	-$50.4K	0.31%	81
2015 Q4	$717K	Buy	13,965 +1,894	+16%	+$96.7K	0.29%	86
2015 Q3	$630K	Sell	12,071 -4,326	-26%	-$210K	0.27%	93
2015 Q2	$737K	Sell	16,397 -876	-5%	-$42.1K	0.29%	94
2015 Q1	$855K	Sell	17,273 -1,087	-6%	-$56.8K	0.33%	86
2014 Q4	$968K	Sell	18,360 -200	-1%	-$9.81K	0.38%	73
2014 Q3	$798K	Buy	18,560 +9	+0%	+$400	0.33%	81
2014 Q2	$870K	Sell	18,551 -901	-5%	-$41.9K	0.34%	74
2014 Q1	$906K	Buy	19,452 +22	+0.1%	+$948	0.36%	73
2013 Q4	$803K	Sell	19,430 -571	-3%	-$23.7K	0.34%	71
2013 Q3	$808K	Hold	20,001	–	–	0.37%	67
2013 Q2	$820K	Buy	+20,001	New	+$848K	0.39%	61

Other funds holding WEC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

P.J. Schmidt Investment Management (PJS)'s WEC Position: Q2 2026 in Review

P.J. Schmidt Investment Management (PJS) held its WEC Energy (WEC) position steady in Q2 2026 at 8,748 shares worth $1.02M. The position accounts for 0.16% of the portfolio, ranked #79.

P.J. Schmidt Investment Management (PJS) first reported a position in WEC in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.11M in Q2 2022. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

P.J. Schmidt Investment Management (PJS) held 8,748 shares of WEC Energy worth $1.02M as of Q2 2026.
P.J. Schmidt Investment Management (PJS) left its WEC Energy share count unchanged in Q2 2026.
WEC Energy made up 0.16% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q2 2026, its #79 holding.
P.J. Schmidt Investment Management (PJS) first reported a position in WEC Energy in Q2 2013 and has held it in 53 quarters since.
P.J. Schmidt Investment Management (PJS)'s WEC Energy position peaked at $2.11M in Q2 2022.
1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2026, filed 29 Jul 2026.