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Resources Management Corp’s WEC Energy WEC Stock Holding History

Resources Management Corp’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 		$632K Hold
5,409
– – 0.08% 133
2026
Q1 		$626K Hold
5,409
– – 0.08% 130
2025
Q4 		$570K Hold
5,409
– – 0.07% 134
2025
Q3 		$620K Hold
5,409
– – 0.08% 129
2025
Q2 		$564K Hold
5,409
– – 0.08% 146
2025
Q1 		$589K Sell
5,409
-460
-8% -$47K 0.08% 151
2024
Q4 		$552K Sell
5,869
-40
-0.7% -$3.88K 0.08% 157
2024
Q3 		$568K Sell
5,909
-113
-2% -$10K 0.08% 158
2024
Q2 		$472K Sell
6,022
-2,035
-25% -$165K 0.07% 164
2024
Q1 		$662K Sell
8,057
-195
-2% -$15.7K 0.1% 133
2023
Q4 		$695K Hold
8,252
– – 0.1% 136
2023
Q3 		$665K Sell
8,252
-400
-5% -$34.8K 0.11% 136
2023
Q2 		$763K Buy
8,652
+8,459
+4,383% +$782K 0.12% 126
2023
Q1 		$49K Sell
193
-8,469
-98% -$784K 0.01% 286
2022
Q4 		$812K Hold
8,662
– – 0.13% 123
2022
Q3 		$775K Hold
8,662
– – 0.13% 119
2022
Q2 		$872K Hold
8,662
– – 0.14% 117
2022
Q1 		$865K Sell
8,662
-86
-1% -$8.12K 0.12% 135
2021
Q4 		$849K Sell
8,748
-2
-0% -$183 0.11% 144
2021
Q3 		$772K Sell
8,750
-335
-4% -$31.4K 0.11% 147
2021
Q2 		$808K Sell
9,085
-305
-3% -$28.7K 0.11% 153
2021
Q1 		$879K Sell
9,390
-196
-2% -$17.1K 0.13% 131
2020
Q4 		$882K Buy
9,586
+30
+0.3% +$2.92K 0.14% 119
2020
Q3 		$926K Hold
9,556
– – 0.17% 101
2020
Q2 		$838K Hold
9,556
– – 0.16% 98
2020
Q1 		$842K Sell
9,556
-300
-3% -$28.9K 0.19% 92
2019
Q4 		$909K Hold
9,856
– – 0.16% 104
2019
Q3 		$937K Buy
+9,856
New +$888K 0.17% 100
2018
Q4 		$667K Sell
9,630
-9,380
-49% -$659K 0.15% 118
2018
Q3 		$1.27M Buy
+19,010
New +$1.27M 0.23% 90

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

Resources Management Corp's WEC Position: Q2 2026 in Review

Resources Management Corp held its WEC Energy (WEC) position steady in Q2 2026 at 5,409 shares worth $632K. The position accounts for 0.08% of the portfolio, ranked #133.

Resources Management Corp first reported a position in WEC in Q3 2018 and has held it in 30 quarters since. The position peaked at $1.27M in Q3 2018. 1,407 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Resources Management Corp held 5,409 shares of WEC Energy worth $632K as of Q2 2026.
  • Resources Management Corp left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up 0.08% of Resources Management Corp's portfolio in Q2 2026, its #133 holding.
  • Resources Management Corp first reported a position in WEC Energy in Q3 2018 and has held it in 30 quarters since.
  • Resources Management Corp's WEC Energy position peaked at $1.27M in Q3 2018.
  • 1,407 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

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