Chicago Capital’s WEC Energy WEC Stock Holding History

Chicago 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	$981K	Sell	8,404 -160	-2%	-$18.3K	0.02%	203
2026 Q1	$991K	Sell	8,564 -2,371	-22%	-$266K	0.03%	198
2025 Q4	$1.15M	Buy	10,935 +5,297	+94%	+$586K	0.03%	186
2025 Q3	$646K	Hold	5,638	–	–	0.02%	224
2025 Q2	$587K	Hold	5,638	–	–	0.01%	229
2025 Q1	$614K	Hold	5,638	–	–	0.02%	218
2024 Q4	$530K	Hold	5,638	–	–	0.01%	218
2024 Q3	$542K	Hold	5,638	–	–	0.02%	218
2024 Q2	$442K	Hold	5,638	–	–	0.01%	237
2024 Q1	$463K	Hold	5,638	–	–	0.01%	222
2023 Q4	$475K	Sell	5,638 -247	-4%	-$20.3K	0.02%	197
2023 Q3	$474K	Hold	5,885	–	–	0.02%	153
2023 Q2	$519K	Hold	5,885	–	–	0.02%	150
2023 Q1	$558K	Hold	5,885	–	–	0.03%	152
2022 Q4	$552K	Sell	5,885 -80	-1%	-$7.39K	0.03%	152
2022 Q3	$533K	Hold	5,965	–	–	0.03%	156
2022 Q2	$600K	Hold	5,965	–	–	0.03%	146
2022 Q1	$595K	Sell	5,965 -766	-11%	-$72.3K	0.03%	160
2021 Q4	$653K	Sell	6,731 -210	-3%	-$19.2K	0.02%	157
2021 Q3	$612K	Hold	6,941	–	–	0.02%	162
2021 Q2	$617K	Hold	6,941	–	–	0.02%	162
2021 Q1	$650K	Hold	6,941	–	–	0.03%	153
2020 Q4	$639K	Hold	6,941	–	–	0.03%	145
2020 Q3	$673K	Hold	6,941	–	–	0.03%	136
2020 Q2	$608K	Hold	6,941	–	–	0.04%	141
2020 Q1	$612K	Sell	6,941 -225	-3%	-$21.6K	0.05%	121
2019 Q4	$661K	Sell	7,166 -70	-1%	-$6.38K	0.04%	142
2019 Q3	$688K	Sell	7,236 -100	-1%	-$9.01K	0.05%	132
2019 Q2	$612K	Sell	7,336 -930	-11%	-$74.6K	0.04%	144
2019 Q1	$654K	Sell	8,266 -1,433	-15%	-$106K	0.04%	132
2018 Q4	$672K	Buy	9,699 +349	+4%	+$24.5K	0.05%	118
2018 Q3	$624K	Buy	9,350 +27	+0.3%	+$1.8K	0.04%	132
2018 Q2	$603K	Buy	9,323 +3,005	+48%	+$187K	0.05%	138
2018 Q1	$396K	Buy	+6,318	New	+$392K	0.05%	120

Other funds holding WEC

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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 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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

CNAM

Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

Chicago Capital's WEC Position: Q2 2026 in Review

Chicago Capital reduced its WEC Energy (WEC) stake by 1.9% in Q2 2026, selling an estimated $18.3K and leaving 8,404 shares worth $981K. The position accounts for 0.02% of the portfolio, ranked #203.

Chicago Capital first reported a position in WEC in Q1 2018 and has held it in 34 quarters since. The position peaked at $1.15M in Q4 2025. 595 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Chicago Capital held 8,404 shares of WEC Energy worth $981K as of Q2 2026.
Chicago Capital sold 160 WEC Energy shares in Q2 2026, an estimated $18.3K.
WEC Energy made up 0.02% of Chicago Capital's portfolio in Q2 2026, its #203 holding.
Chicago Capital first reported a position in WEC Energy in Q1 2018 and has held it in 34 quarters since.
Chicago Capital's WEC Energy position peaked at $1.15M in Q4 2025.
595 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Chicago Capital's 13F filing for Q2 2026, filed 28 Jul 2026.