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Romano Brothers & Co’s WEC Energy WEC Stock Holding History

Romano Brothers & 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 		$876K Hold
7,499
– – 0.09% 187
2026
Q1 		$868K Sell
7,499
-50
-0.7% -$5.62K 0.1% 180
2025
Q4 		$796K Sell
7,549
-657
-8% -$72.7K 0.09% 188
2025
Q3 		$940K Hold
8,206
– – 0.11% 172
2025
Q2 		$855K Sell
8,206
-1,060
-11% -$113K 0.11% 176
2025
Q1 		$1.01M Sell
9,266
-369
-4% -$37.7K 0.13% 158
2024
Q4 		$906K Buy
9,635
+28
+0.3% +$2.71K 0.11% 167
2024
Q3 		$924K Buy
9,607
+154
+2% +$13.6K 0.12% 168
2024
Q2 		$742K Hold
9,453
– – 0.1% 174
2024
Q1 		$776K Hold
9,453
– – 0.11% 169
2023
Q4 		$796K Sell
9,453
-139
-1% -$11.4K 0.12% 159
2023
Q3 		$773K Sell
9,592
-21
-0.2% -$1.82K 0.12% 159
2023
Q2 		$848K Sell
9,613
-1,405
-13% -$130K 0.13% 158
2023
Q1 		$1.04M Buy
11,018
+1,821
+20% +$169K 0.16% 147
2022
Q4 		$862K Sell
9,197
-137
-1% -$12.7K 0.13% 154
2022
Q3 		$835K Buy
+9,334
New +$953K 0.13% 156

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

Romano Brothers & Co's WEC Position: Q2 2026 in Review

Romano Brothers & Co held its WEC Energy (WEC) position steady in Q2 2026 at 7,499 shares worth $876K. The position accounts for 0.09% of the portfolio, ranked #187.

Romano Brothers & Co first reported a position in WEC in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.04M in Q1 2023. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Romano Brothers & Co held 7,499 shares of WEC Energy worth $876K as of Q2 2026.
  • Romano Brothers & Co left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up 0.09% of Romano Brothers & Co's portfolio in Q2 2026, its #187 holding.
  • Romano Brothers & Co first reported a position in WEC Energy in Q3 2022 and has held it in 16 quarters since.
  • Romano Brothers & Co's WEC Energy position peaked at $1.04M in Q1 2023.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.