Searle & Co’s WEC Energy WEC Stock Holding History

Searle & 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	$958K	Buy	8,200 +1,000	+14%	+$114K	0.22%	87
2026 Q1	$834K	Sell	7,200 -1,000	-12%	-$112K	0.21%	90
2025 Q4	$865K	Hold	8,200	–	–	0.22%	88
2025 Q3	$940K	Hold	8,200	–	–	0.25%	84
2025 Q2	$854K	Hold	8,200	–	–	0.24%	87
2025 Q1	$894K	Hold	8,200	–	–	0.25%	81
2024 Q4	$771K	Hold	8,200	–	–	0.22%	85
2024 Q3	$789K	Hold	8,200	–	–	0.2%	86
2024 Q2	$643K	Hold	8,200	–	–	0.15%	102
2024 Q1	$673K	Hold	8,200	–	–	0.17%	93
2023 Q4	$690K	Hold	8,200	–	–	0.19%	92
2023 Q3	$661K	Hold	8,200	–	–	0.22%	82
2023 Q2	$737K	Hold	8,200	–	–	0.23%	83
2023 Q1	$789K	Hold	8,200	–	–	0.26%	75
2022 Q4	$769K	Hold	8,200	–	–	0.26%	81
2022 Q3	$733K	Hold	8,200	–	–	0.28%	78
2022 Q2	$825K	Hold	8,200	–	–	0.33%	75
2022 Q1	$818K	Hold	8,200	–	–	0.3%	75
2021 Q4	$796K	Hold	8,200	–	–	0.29%	75
2021 Q3	$723K	Hold	8,200	–	–	0.3%	74
2021 Q2	$729K	Hold	8,200	–	–	0.3%	76
2021 Q1	$767K	Hold	8,200	–	–	0.34%	71
2020 Q4	$755K	Hold	8,200	–	–	0.36%	70
2020 Q3	$795K	Hold	8,200	–	–	0.43%	63
2020 Q2	$719K	Hold	8,200	–	–	0.42%	67
2020 Q1	$723K	Buy	8,200 +1,000	+14%	+$96.2K	0.51%	58
2019 Q4	$664K	Hold	7,200	–	–	0.37%	72
2019 Q3	$685K	Hold	7,200	–	–	0.4%	69
2019 Q2	$600K	Hold	7,200	–	–	0.36%	70
2019 Q1	$569K	Hold	7,200	–	–	0.35%	72
2018 Q4	$499K	Hold	7,200	–	–	0.35%	74
2018 Q3	$481K	Sell	7,200 -184	-2%	-$12.3K	0.28%	84
2018 Q2	$477K	Hold	7,384	–	–	0.3%	81
2018 Q1	$463K	Hold	7,384	–	–	0.3%	83
2017 Q4	$491K	Hold	7,384	–	–	0.31%	83
2017 Q3	$464K	Hold	7,384	–	–	0.31%	83
2017 Q2	$453K	Hold	7,384	–	–	0.31%	85
2017 Q1	$448K	Sell	7,384 -78	-1%	-$4.6K	0.31%	85
2016 Q4	$438K	Hold	7,462	–	–	0.36%	76
2016 Q3	$429K	Buy	+7,462	New	+$466K	0.37%	80
2016 Q2	–	Sell	-7,462	Closed	-$447K	–	93
2016 Q1	$447K	Hold	7,462	–	–	0.41%	67
2015 Q4	$383K	Hold	7,462	–	–	0.37%	77
2015 Q3	$390K	Hold	7,462	–	–	0.4%	72
2015 Q2	$335K	Buy	7,462 +262	+4%	+$12.6K	0.28%	90
2015 Q1	$356K	Hold	7,200	–	–	0.31%	83
2014 Q4	$379K	Buy	+7,200	New	+$353K	0.32%	81

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

Searle & Co's WEC Position: Q2 2026 in Review

Searle & Co increased its WEC Energy (WEC) stake by 14% in Q2 2026, buying an estimated $114K and bringing the position to 8,200 shares worth $958K. The position accounts for 0.22% of the portfolio, ranked #87.

Searle & Co first reported a position in WEC in Q4 2014 and has held it in 46 quarters since. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Searle & Co held 8,200 shares of WEC Energy worth $958K as of Q2 2026.
Searle & Co bought 1,000 WEC Energy shares in Q2 2026, an estimated $114K.
WEC Energy made up 0.22% of Searle & Co's portfolio in Q2 2026, its #87 holding.
Searle & Co first reported a position in WEC Energy in Q4 2014 and has held it in 46 quarters since.
1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Searle & Co's 13F filing for Q2 2026, filed 27 Jul 2026.