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Contravisory Investment Management’s WEC Energy WEC Stock Holding History

Contravisory Investment 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
Q1 		– Sell
-4,040
Closed -$426K – 432
2025
Q4 		$426K Sell
4,040
-168
-4% -$18.6K 0.08% 155
2025
Q3 		$482K Buy
+4,208
New +$456K 0.09% 156
2020
Q3 		– Sell
-2,947
Closed -$268K – 284
2020
Q2 		$268K Buy
+2,947
New +$266K 0.1% 122

Other funds holding WEC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Contravisory Investment Management's WEC Position: Q1 2026 in Review

Contravisory Investment Management sold out of WEC Energy (WEC) in Q1 2026, closing a stake of 4,040 shares — an estimated $426K sold.

Contravisory Investment Management first reported a position in WEC in Q2 2020 and held it in 3 quarters. The position peaked at $482K in Q3 2025. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Contravisory Investment Management reported no remaining WEC Energy position as of Q1 2026 after selling out during the quarter.
  • Contravisory Investment Management sold 4,040 WEC Energy shares in Q1 2026, an estimated $426K.
  • Contravisory Investment Management first reported a position in WEC Energy in Q2 2020 and held it in 3 quarters.
  • Contravisory Investment Management's WEC Energy position peaked at $482K in Q3 2025.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Contravisory Investment Management's 13F filing for Q1 2026, filed 20 Apr 2026.