Tarbox Family Office’s WEC Energy WEC Stock Holding History

Tarbox Family Office’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	$454K	Sell	3,918 -341	-8%	-$38.3K	0.07%	67
2025 Q4	$449K	Sell	4,259 -9	-0.2%	-$996	0.07%	72
2025 Q3	$489K	Hold	4,268	–	–	0.07%	72
2025 Q2	$445K	Buy	4,268 +2	+0%	+$213	0.07%	77
2025 Q1	$465K	Hold	4,266	–	–	0.08%	70
2024 Q4	$401K	Hold	4,266	–	–	0.07%	80
2024 Q3	$410K	Hold	4,266	–	–	0.07%	79
2024 Q2	$335K	Hold	4,266	–	–	0.06%	78
2024 Q1	$350K	Hold	4,266	–	–	0.06%	80
2023 Q4	$359K	Sell	4,266 -15	-0.4%	-$1.24K	0.07%	70
2023 Q3	$345K	Hold	4,281	–	–	0.07%	76
2023 Q2	$378K	Hold	4,281	–	–	0.07%	76
2023 Q1	$406K	Hold	4,281	–	–	0.08%	67
2022 Q4	$401K	Sell	4,281 -2	-0%	-$185	0.09%	63
2022 Q3	$431K	Hold	4,283	–	–	0.1%	53
2022 Q2	$431K	Buy	4,283 +1	+0%	+$101	0.1%	65
2022 Q1	$427K	Hold	4,282	–	–	0.09%	64
2021 Q4	$416K	Buy	4,282 +1	+0%	+$91	0.07%	88
2021 Q3	$378K	Hold	4,281	–	–	0.07%	100
2021 Q2	$381K	Hold	4,281	–	–	0.07%	100
2021 Q1	$401K	Hold	4,281	–	–	0.08%	86
2020 Q4	$394K	Buy	4,281 +6	+0.1%	+$584	0.08%	81
2020 Q3	$414K	Hold	4,275	–	–	0.1%	72
2020 Q2	$375K	Buy	4,275 +403	+10%	+$36.4K	0.1%	72
2020 Q1	$341K	Buy	3,872 +7	+0.2%	+$673	0.11%	72
2019 Q4	$356K	Hold	3,865	–	–	0.1%	79
2019 Q3	$368K	Hold	3,865	–	–	0.11%	57
2019 Q2	$322K	Buy	3,865 +24	+0.6%	+$1.93K	0.1%	65
2019 Q1	$304K	Hold	3,841	–	–	0.11%	65
2018 Q4	$266K	Hold	3,841	–	–	0.11%	65
2018 Q3	$256K	Hold	3,841	–	–	0.09%	75
2018 Q2	$248K	Sell	3,841 -2	-0.1%	-$124	0.1%	69
2018 Q1	$241K	Buy	3,843 +280	+8%	+$17.4K	0.09%	77
2017 Q4	$237K	Hold	3,563	–	–	0.09%	75
2017 Q3	$224K	Buy	3,563 +39	+1%	+$2.49K	0.1%	72
2017 Q2	$216K	Hold	3,524	–	–	0.11%	67
2017 Q1	$214K	Hold	3,524	–	–	0.11%	57
2016 Q4	$207K	Sell	3,524 -15	-0.4%	-$860	0.12%	49
2016 Q3	$212K	Buy	3,539 +15	+0.4%	+$936	0.14%	51
2016 Q2	$230K	Hold	3,524	–	–	0.17%	45
2016 Q1	$212K	Buy	3,524 +8	+0.2%	+$448	0.16%	49
2015 Q4	$180K	Buy	3,516 +4	+0.1%	+$204	0.15%	48
2015 Q3	$183K	Buy	3,512 +3	+0.1%	+$146	0.17%	49
2015 Q2	$158K	Buy	+3,509	New	+$168K	0.14%	53

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

Tarbox Family Office's WEC Position: Q1 2026 in Review

Tarbox Family Office reduced its WEC Energy (WEC) stake by 8% in Q1 2026, selling an estimated $38.3K and leaving 3,918 shares worth $454K. The position accounts for 0.07% of the portfolio, ranked #67.

Tarbox Family Office first reported a position in WEC in Q2 2015 and has held it in 44 quarters since. The position peaked at $489K in Q3 2025. 1,373 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Tarbox Family Office held 3,918 shares of WEC Energy worth $454K as of Q1 2026.
Tarbox Family Office sold 341 WEC Energy shares in Q1 2026, an estimated $38.3K.
WEC Energy made up 0.07% of Tarbox Family Office's portfolio in Q1 2026, its #67 holding.
Tarbox Family Office first reported a position in WEC Energy in Q2 2015 and has held it in 44 quarters since.
Tarbox Family Office's WEC Energy position peaked at $489K in Q3 2025.
1,373 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Tarbox Family Office's 13F filing for Q1 2026, filed 24 Apr 2026.