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 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

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

Bright Rock Capital Management's WEC Position: Q2 2026 in Review

Bright Rock Capital Management held its WEC Energy (WEC) position steady in Q2 2026 at 42,000 shares worth $4.9M. The position accounts for 0.98% of the portfolio, ranked #39.

Bright Rock Capital Management first reported a position in WEC in Q2 2013 and has held it in 19 quarters since. The position peaked at $5.4M in Q2 2015. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Bright Rock Capital Management held 42,000 shares of WEC Energy worth $4.9M as of Q2 2026.
Bright Rock Capital Management left its WEC Energy share count unchanged in Q2 2026.
WEC Energy made up 0.98% of Bright Rock Capital Management's portfolio in Q2 2026, its #39 holding.
Bright Rock Capital Management first reported a position in WEC Energy in Q2 2013 and has held it in 19 quarters since.
Bright Rock Capital Management's WEC Energy position peaked at $5.4M in Q2 2015.
1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Bright Rock Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.