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Redmond Asset Management’s WEC Energy WEC Stock Holding History

Redmond Asset Management’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 		$496K Sell
4,250
-50
-1% -$5.71K 0.12% 152
2026
Q1 		$498K Sell
4,300
-100
-2% -$11.2K 0.14% 150
2025
Q4 		$464K Sell
4,400
-200
-4% -$22.1K 0.12% 152
2025
Q3 		$527K Hold
4,600
– – 0.13% 155
2025
Q2 		$479K Sell
4,600
-100
-2% -$10.6K 0.11% 154
2025
Q1 		$512K Hold
4,700
– – 0.13% 145
2024
Q4 		$442K Buy
+4,700
New +$456K 0.11% 157

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

Redmond Asset Management's WEC Position: Q2 2026 in Review

Redmond Asset Management reduced its WEC Energy (WEC) stake by 1.2% in Q2 2026, selling an estimated $5.71K and leaving 4,250 shares worth $496K. The position accounts for 0.12% of the portfolio, ranked #152.

Redmond Asset Management first reported a position in WEC in Q4 2024 and has held it in 7 quarters since. The position peaked at $527K in Q3 2025. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Redmond Asset Management held 4,250 shares of WEC Energy worth $496K as of Q2 2026.
  • Redmond Asset Management sold 50 WEC Energy shares in Q2 2026, an estimated $5.71K.
  • WEC Energy made up 0.12% of Redmond Asset Management's portfolio in Q2 2026, its #152 holding.
  • Redmond Asset Management first reported a position in WEC Energy in Q4 2024 and has held it in 7 quarters since.
  • Redmond Asset Management's WEC Energy position peaked at $527K in Q3 2025.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Redmond Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.