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William B. Walkup & Associates’s WEC Energy WEC Stock Holding History

William B. Walkup & 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
Q3 		$40.1K Hold
398
– – 0.02% 107
2026
Q2 		$46.5K Hold
398
– – 0.02% 107
2026
Q1 		$43.4K Hold
398
– – 0.03% 103
2025
Q4 		$42K Hold
398
– – 0.02% 106
2025
Q3 		$45.6K Hold
398
– – 0.02% 103
2025
Q2 		$41.5K Hold
398
– – 0.02% 104
2025
Q1 		$43.4K Hold
398
– – 0.03% 102
2024
Q4 		$37.4K Hold
398
– – 0.02% 105
2024
Q3 		$38.3K Hold
398
– – 0.02% 105
2024
Q2 		$31.2K Buy
+398
New +$32.3K 0.02% 108

Other funds holding WEC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

William B. Walkup & Associates's WEC Position: Q3 2026 in Review

William B. Walkup & Associates held its WEC Energy (WEC) position steady in Q3 2026 at 398 shares worth $40.1K. The position accounts for 0.02% of the portfolio, ranked #107.

William B. Walkup & Associates first reported a position in WEC in Q2 2024 and has held it in 10 quarters since. The position peaked at $46.5K in Q2 2026. 1,162 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • William B. Walkup & Associates held 398 shares of WEC Energy worth $40.1K as of Q3 2026.
  • William B. Walkup & Associates left its WEC Energy share count unchanged in Q3 2026.
  • WEC Energy made up 0.02% of William B. Walkup & Associates's portfolio in Q3 2026, its #107 holding.
  • William B. Walkup & Associates first reported a position in WEC Energy in Q2 2024 and has held it in 10 quarters since.
  • William B. Walkup & Associates's WEC Energy position peaked at $46.5K in Q2 2026.
  • 1,162 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on William B. Walkup & Associates's 13F filing for Q3 2026, filed 5 Nov 2026.