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Roman Butler Fullerton & Co’s WEC Energy WEC Stock Holding History

Roman Butler Fullerton & Co’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 		$251K Sell
2,170
-140
-6% -$16K 0.06% 253
2026
Q1 		$271K Hold
2,310
– – 0.07% 239
2025
Q4 		$253K Hold
2,310
– – 0.07% 242
2025
Q3 		$265K Hold
2,310
– – 0.07% 225
2025
Q2 		$253K Hold
2,310
– – 0.07% 215
2025
Q1 		$250K Hold
2,310
– – 0.1% 187
2024
Q4 		$233K Hold
2,310
– – 0.07% 210
2024
Q3 		$225K Buy
+2,310
New +$205K 0.07% 232
2023
Q3 		– Sell
-2,264
Closed -$203K – 199
2023
Q2 		$203K Buy
2,264
+20
+0.9% +$1.85K 0.09% 184
2023
Q1 		$220K Buy
2,244
+19
+0.9% +$1.76K 0.11% 179
2022
Q4 		$211K Buy
+2,225
New +$206K 0.11% 190
2022
Q3 		– Sell
-2,193
Closed -$221K – 183
2022
Q2 		$221K Buy
2,193
+10
+0.5% +$1.01K 0.12% 169
2022
Q1 		$218K Sell
2,183
-181
-8% -$17.1K 0.1% 182
2021
Q4 		$229K Buy
2,364
+18
+0.8% +$1.65K 0.1% 169
2021
Q3 		$208K Buy
2,346
+17
+0.7% +$1.59K 0.1% 183
2021
Q2 		$207K Buy
2,329
+16
+0.7% +$1.51K 0.1% 180
2021
Q1 		$222K Buy
2,313
+19
+0.8% +$1.66K 0.11% 184
2020
Q4 		$211K Buy
2,294
+15
+0.7% +$1.46K 0.12% 166
2020
Q3 		$221K Buy
+2,279
New +$212K 0.14% 146
2020
Q1 		– Sell
-2,233
Closed -$206K – 170
2019
Q4 		$206K Sell
2,233
-185
-8% -$16.9K 0.14% 160
2019
Q3 		$230K Buy
2,418
+15
+0.6% +$1.35K 0.16% 153
2019
Q2 		$200K Buy
+2,403
New +$193K 0.13% 172

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

Roman Butler Fullerton & Co's WEC Position: Q2 2026 in Review

Roman Butler Fullerton & Co reduced its WEC Energy (WEC) stake by 6.1% in Q2 2026, selling an estimated $16K and leaving 2,170 shares worth $251K. The position accounts for 0.06% of the portfolio, ranked #253.

Roman Butler Fullerton & Co first reported a position in WEC in Q2 2019 and has held it in 22 quarters since. The position peaked at $271K in Q1 2026. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Roman Butler Fullerton & Co held 2,170 shares of WEC Energy worth $251K as of Q2 2026.
  • Roman Butler Fullerton & Co sold 140 WEC Energy shares in Q2 2026, an estimated $16K.
  • WEC Energy made up 0.06% of Roman Butler Fullerton & Co's portfolio in Q2 2026, its #253 holding.
  • Roman Butler Fullerton & Co first reported a position in WEC Energy in Q2 2019 and has held it in 22 quarters since.
  • Roman Butler Fullerton & Co's WEC Energy position peaked at $271K in Q1 2026.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Roman Butler Fullerton & Co's 13F filing for Q2 2026, filed 6 Aug 2026.