DF Dent & Co’s WEC Energy WEC Stock Holding History

DF Dent & Co’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	$895K	Hold	7,732	–	–	0.02%	168
2025 Q4	$815K	Buy	7,732 +751	+11%	+$83.2K	0.01%	182
2025 Q3	$800K	Buy	+6,981	New	+$757K	0.01%	195

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

DF Dent & Co's WEC Position: Q1 2026 in Review

DF Dent & Co held its WEC Energy (WEC) position steady in Q1 2026 at 7,732 shares worth $895K. The position accounts for 0.02% of the portfolio, ranked #168.

DF Dent & Co 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.

DF Dent & Co held 7,732 shares of WEC Energy worth $895K as of Q1 2026.
DF Dent & Co left its WEC Energy share count unchanged in Q1 2026.
WEC Energy made up 0.02% of DF Dent & Co's portfolio in Q1 2026, its #168 holding.
DF Dent & Co 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 DF Dent & Co's 13F filing for Q1 2026, filed 15 May 2026.