WKWM
WEC icon

Walter & Keenan Wealth Management’s WEC Energy WEC Stock Holding History

Walter & Keenan Wealth 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
2025
Q2 		– Sell
-1,923
Closed -$210K – 162
2025
Q1 		$210K Buy
+1,923
New +$196K 0.06% 147
2024
Q1 		– Sell
-2,424
Closed -$204K – 149
2023
Q4 		$204K Buy
+2,424
New +$200K 0.07% 138
2023
Q3 		– Sell
-2,404
Closed -$212K – 146
2023
Q2 		$212K Buy
2,404
+4
+0.2% +$370 0.08% 135
2023
Q1 		$227K Sell
2,400
-160
-6% -$14.8K 0.09% 132
2022
Q4 		$240K Buy
2,560
+3
+0.1% +$277 0.09% 130
2022
Q3 		$229K Buy
2,557
+19
+0.7% +$1.94K 0.1% 130
2022
Q2 		$255K Buy
2,538
+3
+0.1% +$304 0.1% 128
2022
Q1 		$253K Sell
2,535
-247
-9% -$23.3K 0.09% 131
2021
Q4 		$270K Buy
2,782
+3
+0.1% +$274 0.09% 130
2021
Q3 		$245K Buy
2,779
+36
+1% +$3.38K 0.08% 136
2021
Q2 		$244K Buy
2,743
+2
+0.1% +$188 0.08% 126
2021
Q1 		$256K Sell
2,741
-1,113
-29% -$97K 0.09% 126
2020
Q4 		$355K Buy
3,854
+769
+25% +$74.8K 0.13% 103
2020
Q3 		$299K Sell
3,085
-397
-11% -$37K 0.12% 115
2020
Q2 		$305K Buy
+3,482
New +$314K 0.12% 113
2020
Q1 		– Sell
-4,305
Closed -$397K – 190
2019
Q4 		$397K Buy
4,305
+5
+0.1% +$456 0.15% 105
2019
Q3 		$409K Hold
4,300
– – 0.16% 105
2019
Q2 		$358K Hold
4,300
– – 0.16% 106
2019
Q1 		$340K Hold
4,300
– – 0.15% 111
2018
Q4 		$298K Sell
4,300
-300
-7% -$21.1K 0.13% 119
2018
Q3 		$307 Hold
4,600
– – 0.09% 125
2018
Q2 		$297K Hold
4,600
– – 0.13% 131
2018
Q1 		$288K Hold
4,600
– – 0.12% 135
2017
Q4 		$306K Hold
4,600
– – 0.13% 129
2017
Q3 		$289K Buy
+4,600
New +$293K 0.13% 128

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Walter & Keenan Wealth Management's WEC Position: Q2 2025 in Review

Walter & Keenan Wealth Management sold out of WEC Energy (WEC) in Q2 2025, closing a stake of 1,923 shares — an estimated $210K sold.

Walter & Keenan Wealth Management first reported a position in WEC in Q3 2017 and held it in 25 quarters. The position peaked at $409K in Q3 2019. 1,259 funds tracked by Wall St. Rank hold WEC as of Q2 2025.

  • Walter & Keenan Wealth Management reported no remaining WEC Energy position as of Q2 2025 after selling out during the quarter.
  • Walter & Keenan Wealth Management sold 1,923 WEC Energy shares in Q2 2025, an estimated $210K.
  • Walter & Keenan Wealth Management first reported a position in WEC Energy in Q3 2017 and held it in 25 quarters.
  • Walter & Keenan Wealth Management's WEC Energy position peaked at $409K in Q3 2019.
  • 1,259 funds tracked by Wall St. Rank held WEC Energy as of Q2 2025.

Based on Walter & Keenan Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.