Bright Rock Capital Management’s WEC Energy WEC Stock Holding History

Bright Rock Capital 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 Q3	$4.23M	Hold	42,000	–	–	0.8%	42
2026 Q2	$4.9M	Hold	42,000	–	–	0.98%	39
2026 Q1	$4.86M	Hold	42,000	–	–	0.96%	39
2025 Q4	$4.43M	Hold	42,000	–	–	0.87%	43
2025 Q3	$4.81M	Hold	42,000	–	–	0.94%	40
2025 Q2	$4.38M	Hold	42,000	–	–	0.89%	39
2025 Q1	$4.58M	Hold	42,000	–	–	0.96%	38
2024 Q4	$3.95M	Hold	42,000	–	–	0.84%	39
2024 Q3	$4.04M	Sell	42,000 -4,000	-9%	-$354K	0.81%	42
2024 Q2	$3.61M	Hold	46,000	–	–	0.76%	46
2024 Q1	$3.78M	Buy	+46,000	New	+$3.7M	0.78%	45
2015 Q3	–	Sell	-120,000	Closed	-$5.4M	–	92
2015 Q2	$5.4M	Buy	120,000 +13,000	+12%	+$624K	2.01%	13
2015 Q1	$5.3M	Buy	107,000 +7,000	+7%	+$366K	1.98%	13
2014 Q4	$5.27M	Sell	100,000 -11,000	-10%	-$540K	2.06%	11
2014 Q3	$4.77M	Buy	111,000 +3,000	+3%	+$133K	2.04%	16
2014 Q2	$5.07M	Buy	108,000 +1,000	+0.9%	+$46.5K	2.38%	14
2014 Q1	$4.98M	Buy	107,000 +2,000	+2%	+$86.2K	2.53%	10
2013 Q4	$4.34M	Buy	105,000 +2,000	+2%	+$83K	2.28%	15
2013 Q3	$4.16M	Buy	103,000 +10,000	+11%	+$416K	2.34%	15
2013 Q2	$3.81M	Buy	+93,000	New	+$3.94M	2.34%	13

Other funds holding WEC

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

HFAS

Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return

Bright Rock Capital Management's WEC Position: Q3 2026 in Review

Bright Rock Capital Management held its WEC Energy (WEC) position steady in Q3 2026 at 42,000 shares worth $4.23M. The position accounts for 0.8% of the portfolio, ranked #42.

Bright Rock Capital Management first reported a position in WEC in Q2 2013 and has held it in 20 quarters since. The position peaked at $5.4M in Q2 2015. 62 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

Bright Rock Capital Management held 42,000 shares of WEC Energy worth $4.23M as of Q3 2026.
Bright Rock Capital Management left its WEC Energy share count unchanged in Q3 2026.
WEC Energy made up 0.8% of Bright Rock Capital Management's portfolio in Q3 2026, its #42 holding.
Bright Rock Capital Management first reported a position in WEC Energy in Q2 2013 and has held it in 20 quarters since.
Bright Rock Capital Management's WEC Energy position peaked at $5.4M in Q2 2015.
62 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Bright Rock Capital Management's 13F filing for Q3 2026, filed 5 Oct 2026.