Richard W. Paul & Associates’s WEC Energy WEC Stock Holding History

Richard W. Paul & 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	$24.9K	Buy	213 +34	+19%	+$3.88K	0.01%	198
2026 Q1	$20.7K	Buy	179 +98	+121%	+$11K	0.01%	202
2025 Q4	$8.54K	Hold	81	–	–	﹤0.01%	224
2025 Q3	$9.28K	Buy	81 +1	+1%	+$108	﹤0.01%	223
2025 Q2	$8.34K	Sell	80 -1	-1%	-$106	﹤0.01%	247
2025 Q1	$8.83K	Hold	81	–	–	﹤0.01%	241
2024 Q4	$7.62K	Buy	81 +2	+3%	+$194	﹤0.01%	327
2024 Q3	$7.6K	Buy	+79	New	+$7K	﹤0.01%	325
2023 Q1	–	Sell	-320	Closed	-$30K	–	568
2022 Q4	$30K	Buy	+320	New	+$29.6K	0.02%	240

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

Richard W. Paul & Associates's WEC Position: Q2 2026 in Review

Richard W. Paul & Associates increased its WEC Energy (WEC) stake by 19% in Q2 2026, buying an estimated $3.88K and bringing the position to 213 shares worth $24.9K. The position accounts for 0.01% of the portfolio, ranked #198.

Richard W. Paul & Associates first reported a position in WEC in Q4 2022 and has held it in 9 quarters since. The position peaked at $30K in Q4 2022. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Richard W. Paul & Associates held 213 shares of WEC Energy worth $24.9K as of Q2 2026.
Richard W. Paul & Associates bought 34 WEC Energy shares in Q2 2026, an estimated $3.88K.
WEC Energy made up 0.01% of Richard W. Paul & Associates's portfolio in Q2 2026, its #198 holding.
Richard W. Paul & Associates first reported a position in WEC Energy in Q4 2022 and has held it in 9 quarters since.
Richard W. Paul & Associates's WEC Energy position peaked at $30K in Q4 2022.
1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.