Walsh & Associates’s WEC Energy WEC Stock Holding History

Walsh & Associates’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	$290K	Hold	2,484	–	–	0.24%	43
2026 Q1	$288K	Hold	2,484	–	–	0.29%	41
2025 Q4	$262K	Buy	+2,484	New	+$275K	0.26%	46

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

Walsh & Associates's WEC Position: Q2 2026 in Review

Walsh & Associates held its WEC Energy (WEC) position steady in Q2 2026 at 2,484 shares worth $290K. The position accounts for 0.24% of the portfolio, ranked #43.

Walsh & Associates first reported a position in WEC in Q4 2025 and has held it in 3 quarters since. 1,397 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Walsh & Associates held 2,484 shares of WEC Energy worth $290K as of Q2 2026.
Walsh & Associates left its WEC Energy share count unchanged in Q2 2026.
WEC Energy made up 0.24% of Walsh & Associates's portfolio in Q2 2026, its #43 holding.
Walsh & Associates first reported a position in WEC Energy in Q4 2025 and has held it in 3 quarters since.
1,397 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.