VV
WEC icon

Verity & Verity’s WEC Energy WEC Stock Holding History

Verity & Verity’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 		$16M Buy
138,324
+4,822
+4% +$542K 1.19% 42
2025
Q4 		$14.1M Buy
133,502
+4,762
+4% +$527K 1.09% 43
2025
Q3 		$14.8M Buy
128,740
+3,811
+3% +$413K 1.18% 42
2025
Q2 		$13M Buy
124,929
+11,033
+10% +$1.17M 1.12% 41
2025
Q1 		$12.4M Buy
113,896
+4,669
+4% +$477K 1.09% 45
2024
Q4 		$10.3M Buy
+109,227
New +$10.6M 0.94% 47

Other funds holding WEC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Verity & Verity's WEC Position: Q1 2026 in Review

Verity & Verity increased its WEC Energy (WEC) stake by 3.6% in Q1 2026, buying an estimated $542K and bringing the position to 138,324 shares worth $16M. The position accounts for 1.19% of the portfolio, ranked #42.

Verity & Verity first reported a position in WEC in Q4 2024 and has held it in 6 quarters since. 1,372 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Verity & Verity held 138,324 shares of WEC Energy worth $16M as of Q1 2026.
  • Verity & Verity bought 4,822 WEC Energy shares in Q1 2026, an estimated $542K.
  • WEC Energy made up 1.19% of Verity & Verity's portfolio in Q1 2026, its #42 holding.
  • Verity & Verity first reported a position in WEC Energy in Q4 2024 and has held it in 6 quarters since.
  • 1,372 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Verity & Verity's 13F filing for Q1 2026, filed 15 Apr 2026.