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Steigerwald Gordon & Koch’s WEC Energy WEC Stock Holding History

Steigerwald Gordon & Koch’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 		$304K Hold
2,605
– – 0.03% 120
2026
Q1 		$302K Hold
2,605
– – 0.03% 110
2025
Q4 		$275K Hold
2,605
– – 0.03% 118
2025
Q3 		$299K Buy
2,605
+35
+1% +$3.79K 0.03% 109
2025
Q2 		$268K Hold
2,570
– – 0.03% 105
2025
Q1 		$280K Buy
2,570
+400
+18% +$40.9K 0.03% 104
2024
Q4 		$204K Hold
2,170
– – 0.02% 125
2024
Q3 		$209K Buy
+2,170
New +$192K 0.02% 126
2023
Q2 		– Sell
-2,170
Closed -$206K – 110
2023
Q1 		$206K Sell
2,170
-200
-8% -$18.5K 0.03% 105
2022
Q4 		$222K Hold
2,370
– – 0.04% 101
2022
Q3 		$212K Hold
2,370
– – 0.04% 99
2022
Q2 		$239K Hold
2,370
– – 0.04% 100
2022
Q1 		$237K Hold
2,370
– – 0.04% 105
2021
Q4 		$230K Buy
2,370
+20
+0.9% +$1.83K 0.03% 114
2021
Q3 		$207K Hold
2,350
– – 0.03% 113
2021
Q2 		$209K Hold
2,350
– – 0.03% 109
2021
Q1 		$220K Sell
2,350
-200
-8% -$17.4K 0.04% 101
2020
Q4 		$235K Hold
2,550
– – 0.05% 96
2020
Q3 		$247K Hold
2,550
– – 0.06% 88
2020
Q2 		$224K Hold
2,550
– – 0.06% 88
2020
Q1 		$225K Hold
2,550
– – 0.08% 78
2019
Q4 		$235K Buy
2,550
+150
+6% +$13.7K 0.06% 84
2019
Q3 		$228K Hold
2,400
– – 0.06% 78
2019
Q2 		$200K Buy
+2,400
New +$192K 0.05% 80

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

Steigerwald Gordon & Koch's WEC Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its WEC Energy (WEC) position steady in Q2 2026 at 2,605 shares worth $304K. The position accounts for 0.03% of the portfolio, ranked #120.

Steigerwald Gordon & Koch first reported a position in WEC in Q2 2019 and has held it in 24 quarters since. 1,404 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Steigerwald Gordon & Koch held 2,605 shares of WEC Energy worth $304K as of Q2 2026.
  • Steigerwald Gordon & Koch left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up 0.03% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #120 holding.
  • Steigerwald Gordon & Koch first reported a position in WEC Energy in Q2 2019 and has held it in 24 quarters since.
  • 1,404 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.