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Azimuth Capital Investment Management’s WEC Energy WEC Stock Holding History

Azimuth Capital Investment 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
2026
Q2 		$25.7M Sell
220,175
-5,387
-2% -$615K 0.87% 22
2026
Q1 		$26.1M Sell
225,562
-510
-0.2% -$57.3K 0.98% 18
2025
Q4 		$23.8M Sell
226,072
-2,661
-1% -$295K 0.86% 24
2025
Q3 		$26.2M Sell
228,733
-192
-0.1% -$20.8K 0.94% 22
2025
Q2 		$23.9M Buy
228,925
+2,398
+1% +$255K 0.89% 26
2025
Q1 		$24.7M Buy
226,527
+460
+0.2% +$47K 0.98% 25
2024
Q4 		$21.3M Buy
226,067
+145,148
+179% +$14.1M 0.83% 31
2024
Q3 		$7.78M Sell
80,919
-692
-0.8% -$61.3K 0.3% 111
2024
Q2 		$6.4M Buy
81,611
+1,605
+2% +$130K 0.26% 123
2024
Q1 		$6.57M Sell
80,006
-1,496
-2% -$120K 0.27% 126
2023
Q4 		$6.86M Sell
81,502
-938
-1% -$77.2K 0.31% 109
2023
Q3 		$6.64M Sell
82,440
-700
-0.8% -$60.8K 0.33% 107
2023
Q2 		$7.34M Buy
83,140
+30,819
+59% +$2.85M 0.35% 108
2023
Q1 		$4.96M Sell
52,321
-690
-1% -$63.9K 0.24% 141
2022
Q4 		$4.97M Sell
53,011
-223
-0.4% -$20.6K 0.25% 134
2022
Q3 		$4.76M Buy
53,234
+1,195
+2% +$122K 0.26% 132
2022
Q2 		$5.24M Buy
+52,039
New +$5.28M 0.26% 132

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Azimuth Capital Investment Management's WEC Position: Q2 2026 in Review

Azimuth Capital Investment Management reduced its WEC Energy (WEC) stake by 2.4% in Q2 2026, selling an estimated $615K and leaving 220,175 shares worth $25.7M. The position accounts for 0.87% of the portfolio, ranked #22.

Azimuth Capital Investment Management first reported a position in WEC in Q2 2022 and has held it in 17 quarters since. The position peaked at $26.2M in Q3 2025. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Azimuth Capital Investment Management held 220,175 shares of WEC Energy worth $25.7M as of Q2 2026.
  • Azimuth Capital Investment Management sold 5,387 WEC Energy shares in Q2 2026, an estimated $615K.
  • WEC Energy made up 0.87% of Azimuth Capital Investment Management's portfolio in Q2 2026, its #22 holding.
  • Azimuth Capital Investment Management first reported a position in WEC Energy in Q2 2022 and has held it in 17 quarters since.
  • Azimuth Capital Investment Management's WEC Energy position peaked at $26.2M in Q3 2025.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Azimuth Capital Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.