Davis Capital Management
WEC icon

Davis Capital Management’s WEC Energy WEC Stock Holding History

Davis 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
Q3 		$806 Hold
8
– – ﹤0.01% 544
2026
Q2 		$934 Buy
8
+4
+100% +$456 ﹤0.01% 501
2026
Q1 		$463 Hold
4
– – ﹤0.01% 431
2025
Q4 		$422 Hold
4
– – ﹤0.01% 435
2025
Q3 		$458 Buy
+4
New +$434 ﹤0.01% 417

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Old Republic International (ORI)
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Campbell Newman Asset Management
Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return
Verity & Verity
Verity & Verity Beaufort, South Carolina $1.5B AUM 28.12% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Davis Capital Management's WEC Position: Q3 2026 in Review

Davis Capital Management held its WEC Energy (WEC) position steady in Q3 2026 at 8 shares worth $806. The position accounts for ﹤0.01% of the portfolio, ranked #544.

Davis Capital Management first reported a position in WEC in Q3 2025 and has held it in 5 quarters since. The position peaked at $934 in Q2 2026. 353 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • Davis Capital Management held 8 shares of WEC Energy worth $806 as of Q3 2026.
  • Davis Capital Management left its WEC Energy share count unchanged in Q3 2026.
  • WEC Energy made up ﹤0.01% of Davis Capital Management's portfolio in Q3 2026, its #544 holding.
  • Davis Capital Management first reported a position in WEC Energy in Q3 2025 and has held it in 5 quarters since.
  • Davis Capital Management's WEC Energy position peaked at $934 in Q2 2026.
  • 353 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Davis Capital Management's 13F filing for Q3 2026, filed 8 Oct 2026.