Dockside LLC’s WEC Energy WEC Stock Holding History

Dockside LLC’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	–	Sell	-15,730	Closed	-$1.82M	–	341
2026 Q1	$1.82M	Buy	+15,730	New	+$1.77M	0.46%	85

Other funds holding WEC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dockside LLC's WEC Position: Q1 2026 in Review

Dockside LLC sold out of WEC Energy (WEC) in Q1 2026, closing a stake of 22,192 shares — an estimated $2.49M sold.

Dockside LLC first reported a position in WEC in Q4 2025 and held it in 1 quarter. The position peaked at $2.34M in Q4 2025. 1,373 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Dockside LLC reported no remaining WEC Energy position as of Q1 2026 after selling out during the quarter.
Dockside LLC sold 22,192 WEC Energy shares in Q1 2026, an estimated $2.49M.
Dockside LLC first reported a position in WEC Energy in Q4 2025 and held it in 1 quarter.
Dockside LLC's WEC Energy position peaked at $2.34M in Q4 2025.
1,373 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Dockside LLC's 13F filing for Q1 2026, filed 11 May 2026.