DDD Partners’s WEC Energy WEC Stock Holding History

DDD Partners’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	$20.1M	Buy	173,696 +759	+0.4%	+$85.3K	1.39%	18
2025 Q4	$18.2M	Buy	172,937 +904	+0.5%	+$100K	1.16%	27
2025 Q3	$19.7M	Buy	+172,033	New	+$18.6M	1.25%	17

Other funds holding WEC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DDD Partners's WEC Position: Q1 2026 in Review

DDD Partners increased its WEC Energy (WEC) stake by 0.44% in Q1 2026, buying an estimated $85.3K and bringing the position to 173,696 shares worth $20.1M. The position accounts for 1.39% of the portfolio, ranked #18.

DDD Partners first reported a position in WEC in Q3 2025 and has held it in 3 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

DDD Partners held 173,696 shares of WEC Energy worth $20.1M as of Q1 2026.
DDD Partners bought 759 WEC Energy shares in Q1 2026, an estimated $85.3K.
WEC Energy made up 1.39% of DDD Partners's portfolio in Q1 2026, its #18 holding.
DDD Partners first reported a position in WEC Energy in Q3 2025 and has held it in 3 quarters since.
1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on DDD Partners's 13F filing for Q1 2026, filed 28 Apr 2026.