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Richmond Investment Services’s WEC Energy WEC Stock Holding History

Richmond Investment Services’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 		$1.66M Buy
14,303
+1,036
+8% +$116K 0.27% 64
2025
Q4 		$1.4M Buy
13,267
+1,593
+14% +$176K 0.24% 63
2025
Q3 		$1.34M Sell
11,674
-99
-0.8% -$10.7K 0.25% 60
2025
Q2 		$1.23M Buy
11,773
+5,666
+93% +$603K 0.26% 62
2025
Q1 		$666K Buy
6,107
+5
+0.1% +$511 0.36% 48
2024
Q4 		$574K Buy
+6,102
New +$592K 0.32% 53

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

Richmond Investment Services's WEC Position: Q1 2026 in Review

Richmond Investment Services increased its WEC Energy (WEC) stake by 7.8% in Q1 2026, buying an estimated $116K and bringing the position to 14,303 shares worth $1.66M. The position accounts for 0.27% of the portfolio, ranked #64.

Richmond Investment Services first reported a position in WEC in Q4 2024 and has held it in 6 quarters since. 1,372 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Richmond Investment Services held 14,303 shares of WEC Energy worth $1.66M as of Q1 2026.
  • Richmond Investment Services bought 1,036 WEC Energy shares in Q1 2026, an estimated $116K.
  • WEC Energy made up 0.27% of Richmond Investment Services's portfolio in Q1 2026, its #64 holding.
  • Richmond Investment Services first reported a position in WEC Energy in Q4 2024 and has held it in 6 quarters since.
  • 1,372 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Richmond Investment Services's 13F filing for Q1 2026, filed 29 Apr 2026.