St. Johns Investment Management’s WEC Energy WEC Stock Holding History

St. Johns Investment Management’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	$67.1K	Hold	580	–	–	0.03%	99
2025 Q4	$61.2K	Hold	580	–	–	0.03%	100
2025 Q3	$66.5K	Hold	580	–	–	0.03%	100
2025 Q2	$60.4K	Hold	580	–	–	0.03%	103
2025 Q1	$63.2K	Hold	580	–	–	0.03%	98
2024 Q4	$54.5K	Hold	580	–	–	0.03%	105
2024 Q3	$55.8K	Hold	580	–	–	0.03%	100
2024 Q2	$45.5K	Hold	580	–	–	0.02%	106
2024 Q1	$47.6K	Hold	580	–	–	0.02%	115
2023 Q4	$48.8K	Hold	580	–	–	0.03%	102
2023 Q3	$46.7K	Hold	580	–	–	0.03%	101
2023 Q2	$51.2K	Buy	580 +250	+76%	+$23.1K	0.03%	101
2023 Q1	$31.3K	Hold	330	–	–	0.02%	105
2022 Q4	$30.9K	Hold	330	–	–	0.02%	105
2022 Q3	$30K	Hold	330	–	–	0.02%	109
2022 Q2	$33K	Sell	330 -270	-45%	-$27.4K	0.02%	106
2022 Q1	$60K	Hold	600	–	–	0.03%	104
2021 Q4	$58K	Hold	600	–	–	0.03%	96
2021 Q3	$53K	Hold	600	–	–	0.03%	98
2021 Q2	$53K	Hold	600	–	–	0.03%	92
2021 Q1	$56K	Hold	600	–	–	0.03%	90
2020 Q4	$55K	Hold	600	–	–	0.03%	89
2020 Q3	$58K	Hold	600	–	–	0.04%	88
2020 Q2	$53K	Hold	600	–	–	0.04%	94
2020 Q1	$53K	Sell	600 -60	-9%	-$5.77K	0.05%	87
2019 Q4	$61K	Hold	660	–	–	0.04%	89
2019 Q3	$63K	Sell	660 -40	-6%	-$3.6K	0.05%	88
2019 Q2	$58K	Hold	700	–	–	0.04%	92
2019 Q1	$55K	Hold	700	–	–	0.04%	95
2018 Q4	$48K	Sell	700 -100	-13%	-$7.02K	0.04%	93
2018 Q3	$53K	Sell	800 -800	-50%	-$53.3K	0.04%	100
2018 Q2	$102K	Buy	1,600 +800	+100%	+$49.7K	0.08%	88
2018 Q1	$50K	Sell	800 -862	-52%	-$53.5K	0.04%	103
2017 Q4	$110K	Hold	1,662	–	–	0.08%	86
2017 Q3	$104K	Hold	1,662	–	–	0.08%	92
2017 Q2	$102K	Hold	1,662	–	–	0.08%	91
2017 Q1	$101K	Hold	1,662	–	–	0.08%	87
2016 Q4	$97K	Hold	1,662	–	–	0.08%	88
2016 Q3	$100K	Hold	1,662	–	–	0.08%	88
2016 Q2	$109K	Hold	1,662	–	–	0.1%	86
2016 Q1	$100K	Hold	1,662	–	–	0.09%	85
2015 Q4	$85K	Hold	1,662	–	–	0.08%	85
2015 Q3	$87K	Hold	1,662	–	–	0.08%	85
2015 Q2	$75K	Sell	1,662 -150	-8%	-$7.2K	0.06%	86
2015 Q1	$90K	Hold	1,812	–	–	0.08%	82
2014 Q4	$96K	Hold	1,812	–	–	0.08%	81
2014 Q3	$78K	Hold	1,812	–	–	0.07%	78
2014 Q2	$85K	Hold	1,812	–	–	0.07%	79
2014 Q1	$84K	Buy	+1,812	New	+$78.1K	0.08%	77

Other funds holding WEC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

St. Johns Investment Management's WEC Position: Q1 2026 in Review

St. Johns Investment Management held its WEC Energy (WEC) position steady in Q1 2026 at 580 shares worth $67.1K. The position accounts for 0.03% of the portfolio, ranked #99.

St. Johns Investment Management first reported a position in WEC in Q1 2014 and has held it in 49 quarters since. The position peaked at $110K in Q4 2017. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

St. Johns Investment Management held 580 shares of WEC Energy worth $67.1K as of Q1 2026.
St. Johns Investment Management left its WEC Energy share count unchanged in Q1 2026.
WEC Energy made up 0.03% of St. Johns Investment Management's portfolio in Q1 2026, its #99 holding.
St. Johns Investment Management first reported a position in WEC Energy in Q1 2014 and has held it in 49 quarters since.
St. Johns Investment Management's WEC Energy position peaked at $110K in Q4 2017.
1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on St. Johns Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.