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Patrick M. Sweeney & Associates’s WEC Energy WEC Stock Holding History

Patrick M. Sweeney & Associates’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 		$394K Buy
3,371
+331
+11% +$37.8K 0.23% 110
2026
Q1 		$352K Buy
3,040
+46
+2% +$5.17K 0.23% 113
2025
Q4 		$316K Buy
2,994
+170
+6% +$18.8K 0.2% 118
2025
Q3 		$324K Buy
2,824
+121
+4% +$13.1K 0.21% 116
2025
Q2 		$282K Buy
2,703
+66
+3% +$7.02K 0.19% 126
2025
Q1 		$287K Hold
2,637
– – 0.21% 116
2024
Q4 		$248K Buy
2,637
+285
+12% +$27.6K 0.19% 126
2024
Q3 		$226K Buy
+2,352
New +$208K 0.17% 136

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

Patrick M. Sweeney & Associates's WEC Position: Q2 2026 in Review

Patrick M. Sweeney & Associates increased its WEC Energy (WEC) stake by 11% in Q2 2026, buying an estimated $37.8K and bringing the position to 3,371 shares worth $394K. The position accounts for 0.23% of the portfolio, ranked #110.

Patrick M. Sweeney & Associates first reported a position in WEC in Q3 2024 and has held it in 8 quarters since. 1,410 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Patrick M. Sweeney & Associates held 3,371 shares of WEC Energy worth $394K as of Q2 2026.
  • Patrick M. Sweeney & Associates bought 331 WEC Energy shares in Q2 2026, an estimated $37.8K.
  • WEC Energy made up 0.23% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #110 holding.
  • Patrick M. Sweeney & Associates first reported a position in WEC Energy in Q3 2024 and has held it in 8 quarters since.
  • 1,410 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.