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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
Q2 		$897K Sell
7,681
-51
-0.7% -$5.82K 0.02% 181
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

DF Dent & Co's WEC Position: Q2 2026 in Review

DF Dent & Co reduced its WEC Energy (WEC) stake by 0.66% in Q2 2026, selling an estimated $5.82K and leaving 7,681 shares worth $897K. The position accounts for 0.02% of the portfolio, ranked #181.

DF Dent & Co first reported a position in WEC in Q3 2025 and has held it in 4 quarters since. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • DF Dent & Co held 7,681 shares of WEC Energy worth $897K as of Q2 2026.
  • DF Dent & Co sold 51 WEC Energy shares in Q2 2026, an estimated $5.82K.
  • WEC Energy made up 0.02% of DF Dent & Co's portfolio in Q2 2026, its #181 holding.
  • DF Dent & Co first reported a position in WEC Energy in Q3 2025 and has held it in 4 quarters since.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on DF Dent & Co's 13F filing for Q2 2026, filed 14 Aug 2026.