S&CO Inc’s WEC Energy WEC Stock Holding History

S&CO Inc’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	$4.75M	Hold	40,672	–	–	0.27%	74
2026 Q1	$4.71M	Sell	40,672 -3,235	-7%	-$363K	0.29%	72
2025 Q4	$4.63M	Hold	43,907	–	–	0.29%	75
2025 Q3	$5.03M	Sell	43,907 -230	-0.5%	-$24.9K	0.31%	71
2025 Q2	$4.6M	Hold	44,137	–	–	0.29%	73
2025 Q1	$4.81M	Sell	44,137 -100	-0.2%	-$10.2K	0.32%	70
2024 Q4	$4.16M	Hold	44,237	–	–	0.28%	75
2024 Q3	$4.25M	Hold	44,237	–	–	0.28%	74
2024 Q2	$3.47M	Hold	44,237	–	–	0.24%	82
2024 Q1	$3.63M	Hold	44,237	–	–	0.26%	78
2023 Q4	$3.72M	Hold	44,237	–	–	0.29%	73
2023 Q3	$3.56M	Hold	44,237	–	–	0.29%	67
2023 Q2	$3.9M	Hold	44,237	–	–	0.31%	64
2023 Q1	$4.19M	Hold	44,237	–	–	0.36%	58
2022 Q4	$4.15M	Hold	44,237	–	–	0.36%	54
2022 Q3	$3.96M	Hold	44,237	–	–	0.36%	54
2022 Q2	$4.45M	Hold	44,237	–	–	0.37%	54
2022 Q1	$4.42M	Hold	44,237	–	–	0.31%	62
2021 Q4	$4.29M	Hold	44,237	–	–	0.3%	64
2021 Q3	$3.9M	Hold	44,237	–	–	0.3%	63
2021 Q2	$3.93M	Hold	44,237	–	–	0.31%	62
2021 Q1	$4.14M	Sell	44,237 -535	-1%	-$46.6K	0.35%	56
2020 Q4	$4.12M	Hold	44,772	–	–	0.37%	57
2020 Q3	$4.34M	Hold	44,772	–	–	0.43%	50
2020 Q2	$3.92M	Hold	44,772	–	–	0.43%	50
2020 Q1	$3.95M	Hold	44,772	–	–	0.53%	40
2019 Q4	$4.13M	Hold	44,772	–	–	0.43%	49
2019 Q3	$4.26M	Hold	44,772	–	–	0.47%	49
2019 Q2	$3.73M	Hold	44,772	–	–	0.41%	55
2019 Q1	$3.54M	Hold	44,772	–	–	0.39%	55
2018 Q4	$3.1M	Hold	44,772	–	–	0.39%	53
2018 Q3	$2.99M	Hold	44,772	–	–	0.33%	59
2018 Q2	$2.9M	Hold	44,772	–	–	0.35%	61
2018 Q1	$2.81M	Hold	44,772	–	–	0.35%	60
2017 Q4	$2.97M	Hold	44,772	–	–	0.37%	59
2017 Q3	$2.81M	Hold	44,772	–	–	0.36%	61
2017 Q2	$2.75M	Hold	44,772	–	–	0.36%	59
2017 Q1	$2.71M	Hold	44,772	–	–	0.37%	61
2016 Q4	$2.63M	Hold	44,772	–	–	0.38%	59
2016 Q3	$2.68M	Hold	44,772	–	–	0.4%	55
2016 Q2	$2.92M	Hold	44,772	–	–	0.45%	53
2016 Q1	$2.69M	Hold	44,772	–	–	0.44%	52
2015 Q4	$2.3M	Hold	44,772	–	–	0.39%	55
2015 Q3	$2.34M	Buy	44,772 +372	+0.8%	+$18.1K	0.4%	54
2015 Q2	$2M	Hold	44,400	–	–	0.29%	66
2015 Q1	$2.2M	Hold	44,400	–	–	0.31%	60
2014 Q4	$2.34M	Hold	44,400	–	–	0.34%	59
2014 Q3	$1.91M	Hold	44,400	–	–	0.29%	63
2014 Q2	$2.08M	Hold	44,400	–	–	0.29%	60
2014 Q1	$2.07M	Hold	44,400	–	–	0.31%	60
2013 Q4	$1.83M	Hold	44,400	–	–	0.31%	57
2013 Q3	$1.79M	Hold	44,400	–	–	0.31%	60
2013 Q2	$1.82M	Buy	+44,400	New	+$1.88M	0.28%	57

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

S&CO Inc's WEC Position: Q2 2026 in Review

S&CO Inc held its WEC Energy (WEC) position steady in Q2 2026 at 40,672 shares worth $4.75M. The position accounts for 0.27% of the portfolio, ranked #74.

S&CO Inc first reported a position in WEC in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.03M in Q3 2025. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

S&CO Inc held 40,672 shares of WEC Energy worth $4.75M as of Q2 2026.
S&CO Inc left its WEC Energy share count unchanged in Q2 2026.
WEC Energy made up 0.27% of S&CO Inc's portfolio in Q2 2026, its #74 holding.
S&CO Inc first reported a position in WEC Energy in Q2 2013 and has held it in 53 quarters since.
S&CO Inc's WEC Energy position peaked at $5.03M in Q3 2025.
1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on S&CO Inc's 13F filing for Q2 2026, filed 6 Aug 2026.