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Charter Capital Management’s WEC Energy WEC Stock Holding History

Charter 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 		$1.29M Sell
11,037
-150
-1% -$17.1K 0.57% 19
2026
Q1 		$1.3M Buy
11,187
+2,144
+24% +$241K 0.65% 16
2025
Q4 		$954K Hold
9,043
– – 0.49% 21
2025
Q3 		$1.04M Hold
9,043
– – 0.56% 19
2025
Q2 		$942K Buy
+9,043
New +$962K 0.55% 19

Other funds holding WEC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Charter Capital Management's WEC Position: Q2 2026 in Review

Charter Capital Management reduced its WEC Energy (WEC) stake by 1.3% in Q2 2026, selling an estimated $17.1K and leaving 11,037 shares worth $1.29M. The position accounts for 0.57% of the portfolio, ranked #19.

Charter Capital Management first reported a position in WEC in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.3M in Q1 2026. 670 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Charter Capital Management held 11,037 shares of WEC Energy worth $1.29M as of Q2 2026.
  • Charter Capital Management sold 150 WEC Energy shares in Q2 2026, an estimated $17.1K.
  • WEC Energy made up 0.57% of Charter Capital Management's portfolio in Q2 2026, its #19 holding.
  • Charter Capital Management first reported a position in WEC Energy in Q2 2025 and has held it in 5 quarters since.
  • Charter Capital Management's WEC Energy position peaked at $1.3M in Q1 2026.
  • 670 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

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