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Catalyst Funds Management’s WEC Energy WEC Stock Holding History

Catalyst Funds 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 		– Sell
-10,146
Closed -$1.17M – 903
2026
Q1 		$1.17M Buy
+10,146
New +$1.14M 0.2% 139
2024
Q4 		– Sell
-2,800
Closed -$269K – 1272
2024
Q3 		$269K Buy
+2,800
New +$248K 0.06% 222
2024
Q2 		– Sell
-600
Closed -$49.3K – 1645
2024
Q1 		$49.3K Buy
+600
New +$48.3K 0.01% 567

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

Catalyst Funds Management's WEC Position: Q2 2026 in Review

Catalyst Funds Management sold out of WEC Energy (WEC) in Q2 2026, closing a stake of 10,146 shares — an estimated $1.17M sold.

Catalyst Funds Management first reported a position in WEC in Q1 2024 and held it in 3 quarters. The position peaked at $1.17M in Q1 2026. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Catalyst Funds Management reported no remaining WEC Energy position as of Q2 2026 after selling out during the quarter.
  • Catalyst Funds Management sold 10,146 WEC Energy shares in Q2 2026, an estimated $1.17M.
  • Catalyst Funds Management first reported a position in WEC Energy in Q1 2024 and held it in 3 quarters.
  • Catalyst Funds Management's WEC Energy position peaked at $1.17M in Q1 2026.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Catalyst Funds Management's 13F filing for Q2 2026, filed 10 Aug 2026.