Brinker Capital Investments’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.8M | Sell |
49,666
-3,134
| -6% | -$358K | 0.04% | 349 |
|
|
2026
Q1 | $6.11M | Sell |
52,800
-4,623
| -8% | -$519K | 0.05% | 323 |
|
|
2025
Q4 | $6.06M | Buy |
57,423
+996
| +2% | +$110K | 0.04% | 361 |
|
|
2025
Q3 | $6.47M | Buy |
56,427
+3,969
| +8% | +$430K | 0.05% | 338 |
|
|
2025
Q2 | $5.47M | Buy |
52,458
+1,199
| +2% | +$128K | 0.05% | 366 |
|
|
2025
Q1 | $5.59M | Buy |
51,259
+630
| +1% | +$64.3K | 0.05% | 319 |
|
|
2024
Q4 | $4.76M | Buy |
50,629
+2,492
| +5% | +$242K | 0.05% | 342 |
|
|
2024
Q3 | $4.63M | Buy |
48,137
+1,821
| +4% | +$161K | 0.05% | 351 |
|
|
2024
Q2 | $3.63M | Buy |
46,316
+1,567
| +4% | +$127K | 0.04% | 405 |
|
|
2024
Q1 | $3.67M | Buy |
44,749
+13,504
| +43% | +$1.09M | 0.04% | 414 |
|
|
2023
Q4 | $2.67M | Sell |
31,245
-4,912
| -14% | -$405K | 0.03% | 495 |
|
|
2023
Q3 | $2.91M | Sell |
36,157
-1,597
| -4% | -$139K | 0.04% | 456 |
|
|
2023
Q2 | $3.33M | Buy |
37,754
+6,575
| +21% | +$607K | 0.04% | 446 |
|
|
2023
Q1 | $2.96M | Buy |
+31,179
| New | +$2.89M | 0.04% | 432 |
|
|
2022
Q3 | – | Sell |
-2,038
| Closed | -$205K | – | 1399 |
|
|
2022
Q2 | $205K | Sell |
2,038
-403
| -17% | -$40.9K | ﹤0.01% | 1302 |
|
|
2022
Q1 | $244K | Sell |
2,441
-118
| -5% | -$11.1K | ﹤0.01% | 1295 |
|
|
2021
Q4 | $248K | Buy |
2,559
+245
| +11% | +$22.4K | ﹤0.01% | 1304 |
|
|
2021
Q3 | $206K | Hold |
2,314
| – | – | ﹤0.01% | 1251 |
|
|
2021
Q2 | $206K | Buy |
+2,314
| New | +$218K | ﹤0.01% | 1304 |
|
|
2021
Q1 | – | Sell |
-16,852
| Closed | -$1.55M | – | 1275 |
|
|
2020
Q4 | $1.55M | Buy |
16,852
+8,892
| +112% | +$865K | 0.02% | 605 |
|
|
2020
Q3 | $771K | Buy |
+7,960
| New | +$742K | 0.01% | 778 |
|
|
2020
Q1 | – | Sell |
-162
| Closed | -$15K | – | 761 |
|
|
2019
Q4 | $15K | Hold |
162
| – | – | ﹤0.01% | 535 |
|
|
2019
Q3 | $15K | Hold |
162
| – | – | ﹤0.01% | 542 |
|
|
2019
Q2 | $14K | Hold |
162
| – | – | ﹤0.01% | 748 |
|
|
2019
Q1 | $13K | Buy |
+162
| New | +$12K | ﹤0.01% | 609 |
|
|
2016
Q4 | – | Sell |
-11
| Closed | -$1K | – | 659 |
|
|
2016
Q3 | $1K | Buy |
+11
| New | +$687 | ﹤0.01% | 476 |
|
|
2016
Q1 | – | Sell |
-26
| Closed | -$1K | – | 695 |
|
|
2015
Q4 | $1K | Buy |
26
+17
| +189% | +$868 | ﹤0.01% | 547 |
|
|
2015
Q3 | $0 | Buy |
+9
| New | +$438 | ﹤0.01% | 523 |
|
Other funds holding WEC
Brinker Capital Investments's WEC Position: Q2 2026 in Review
Brinker Capital Investments reduced its WEC Energy (WEC) stake by 5.9% in Q2 2026, selling an estimated $358K and leaving 49,666 shares worth $5.8M. The position accounts for 0.04% of the portfolio, ranked #349.
Brinker Capital Investments first reported a position in WEC in Q3 2015 and has held it in 28 quarters since. The position peaked at $6.47M in Q3 2025. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.
- Brinker Capital Investments held 49,666 shares of WEC Energy worth $5.8M as of Q2 2026.
- Brinker Capital Investments sold 3,134 WEC Energy shares in Q2 2026, an estimated $358K.
- WEC Energy made up 0.04% of Brinker Capital Investments's portfolio in Q2 2026, its #349 holding.
- Brinker Capital Investments first reported a position in WEC Energy in Q3 2015 and has held it in 28 quarters since.
- Brinker Capital Investments's WEC Energy position peaked at $6.47M in Q3 2025.
- 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.
Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.