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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
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 $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

Patrick M. Sweeney & Associates's WEC Position: Q1 2026 in Review

Patrick M. Sweeney & Associates increased its WEC Energy (WEC) stake by 1.5% in Q1 2026, buying an estimated $5.17K and bringing the position to 3,040 shares worth $352K. The position accounts for 0.23% of the portfolio, ranked #113.

Patrick M. Sweeney & Associates first reported a position in WEC in Q3 2024 and has held it in 7 quarters since. 1,372 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Patrick M. Sweeney & Associates held 3,040 shares of WEC Energy worth $352K as of Q1 2026.
  • Patrick M. Sweeney & Associates bought 46 WEC Energy shares in Q1 2026, an estimated $5.17K.
  • WEC Energy made up 0.23% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #113 holding.
  • Patrick M. Sweeney & Associates first reported a position in WEC Energy in Q3 2024 and has held it in 7 quarters since.
  • 1,372 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.