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Broadwater Capital’s WEC Energy WEC Stock Holding History

Broadwater Capital’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 		$2.7M Sell
23,150
-50
-0.2% -$5.71K 1.96% 16
2026
Q1 		$2.45M Hold
23,200
– – 1.83% 16
2025
Q4 		$2.45M Hold
23,200
– – 1.83% 16
2025
Q3 		$2.66M Sell
23,200
-2,394,240
-99% -$260M 1.95% 14
2025
Q2 		$2.42B Buy
2,417,440
+2,394,240
+10,320% +$255M 1.88% 16
2025
Q1 		$2.53M Hold
23,200
– – 1.98% 15
2024
Q4 		$2.18M Sell
23,200
-50
-0.2% -$4.85K 1.67% 17
2024
Q3 		$2.24M Sell
23,250
-400
-2% -$35.4K 1.65% 18
2024
Q2 		$1.86M Sell
23,650
-520
-2% -$42.2K 1.43% 19
2024
Q1 		$1.98M Sell
24,170
-1,200
-5% -$96.5K 1.52% 20
2023
Q4 		$2.14M Buy
+25,370
New +$2.09M 1.67% 15

Other funds holding WEC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Broadwater Capital's WEC Position: Q2 2026 in Review

Broadwater Capital reduced its WEC Energy (WEC) stake by 0.22% in Q2 2026, selling an estimated $5.71K and leaving 23,150 shares worth $2.7M. The position accounts for 1.96% of the portfolio, ranked #16.

Broadwater Capital first reported a position in WEC in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.42B in Q2 2025. 723 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Broadwater Capital held 23,150 shares of WEC Energy worth $2.7M as of Q2 2026.
  • Broadwater Capital sold 50 WEC Energy shares in Q2 2026, an estimated $5.71K.
  • WEC Energy made up 1.96% of Broadwater Capital's portfolio in Q2 2026, its #16 holding.
  • Broadwater Capital first reported a position in WEC Energy in Q4 2023 and has held it in 11 quarters since.
  • Broadwater Capital's WEC Energy position peaked at $2.42B in Q2 2025.
  • 723 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.