Duff & Phelps Investment Management’s WEC Energy WEC Stock Holding History

Duff & Phelps Investment 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 Q1	$114M	Buy	981,349 +155	+0%	+$17.4K	1.18%	28
2025 Q4	$103M	Sell	981,194 -47,574	-5%	-$5.27M	1.17%	30
2025 Q3	$118M	Sell	1,028,768 -90,477	-8%	-$9.81M	1.34%	23
2025 Q2	$117M	Sell	1,119,245 -152,547	-12%	-$16.2M	1.37%	23
2025 Q1	$139M	Sell	1,271,792 -85,735	-6%	-$8.76M	1.62%	17
2024 Q4	$128M	Sell	1,357,527 -8,324	-0.6%	-$807K	1.53%	19
2024 Q3	$131M	Buy	1,365,851 +142,666	+12%	+$12.6M	1.51%	18
2024 Q2	$96M	Buy	1,223,185 +58,695	+5%	+$4.77M	1.22%	29
2024 Q1	$95.6M	Sell	1,164,490 -63,000	-5%	-$5.07M	1.15%	31
2023 Q4	$103M	Sell	1,227,490 -37,000	-3%	-$3.05M	1.24%	29
2023 Q3	$102M	Buy	1,264,490 +500	+0%	+$43.4K	1.34%	23
2023 Q2	$112M	Buy	1,263,990 +58,010	+5%	+$5.36M	1.36%	25
2023 Q1	$114M	Hold	1,205,980	–	–	1.39%	23
2022 Q4	$113M	Buy	1,205,980 +102,000	+9%	+$9.43M	1.37%	24
2022 Q3	$98.7M	Buy	1,103,980 +78,880	+8%	+$8.06M	1.24%	28
2022 Q2	$103M	Sell	1,025,100 -49,000	-5%	-$4.97M	1.28%	29
2022 Q1	$107M	Hold	1,074,100	–	–	1.24%	30
2021 Q4	$104M	Hold	1,074,100	–	–	1.22%	28
2021 Q3	$94.7M	Hold	1,074,100	–	–	1.24%	28
2021 Q2	$95.5M	Hold	1,074,100	–	–	1.24%	30
2021 Q1	$101M	Buy	1,074,100 +57,900	+6%	+$5.05M	1.37%	22
2020 Q4	$93.5M	Hold	1,016,200	–	–	1.36%	22
2020 Q3	$98.5M	Hold	1,016,200	–	–	1.53%	21
2020 Q2	$89.1M	Hold	1,016,200	–	–	1.4%	24
2020 Q1	$89.6M	Sell	1,016,200 -147,500	-13%	-$14.2M	1.56%	24
2019 Q4	$107M	Hold	1,163,700	–	–	1.42%	25
2019 Q3	$111M	Sell	1,163,700 -41,700	-3%	-$3.76M	1.5%	20
2019 Q2	$100M	Sell	1,205,400 -161,600	-12%	-$13M	1.4%	21
2019 Q1	$108M	Sell	1,367,000 -133,000	-9%	-$9.87M	1.62%	13
2018 Q4	$104M	Hold	1,500,000	–	–	1.74%	13
2018 Q3	$100M	Hold	1,500,000	–	–	1.52%	17
2018 Q2	$97M	Hold	1,500,000	–	–	1.45%	16
2018 Q1	$94M	Sell	1,500,000 -446,000	-23%	-$27.7M	1.47%	18
2017 Q4	$129M	Sell	1,946,000 -118,000	-6%	-$7.92M	1.85%	6
2017 Q3	$130M	Hold	2,064,000	–	–	1.82%	5
2017 Q2	$127M	Sell	2,064,000 -55,055	-3%	-$3.4M	1.83%	5
2017 Q1	$128M	Sell	2,119,055 -22,495	-1%	-$1.33M	1.82%	5
2016 Q4	$126M	Sell	2,141,550 -1,140	-0.1%	-$65.4K	1.81%	4
2016 Q3	$128M	Buy	2,142,690 +35,490	+2%	+$2.22M	1.8%	5
2016 Q2	$138M	Sell	2,107,200 -1,115	-0.1%	-$67.1K	2.06%	5
2016 Q1	$127M	Buy	2,108,315 +297,785	+16%	+$16.7M	2.01%	6
2015 Q4	$92.9M	Buy	1,810,530 +446,530	+33%	+$22.8M	1.56%	13
2015 Q3	$71.2M	Buy	1,364,000 +564,000	+71%	+$27.4M	1.15%	30
2015 Q2	$36.1M	Buy	+800,000	New	+$38.4M	0.55%	72
2014 Q3	–	Sell	-64,133	Closed	-$3.01M	–	231
2014 Q2	$3.01M	Sell	64,133 -1,011,425	-94%	-$47M	0.05%	129
2014 Q1	$50.1M	Sell	1,075,558 -2,690	-0.2%	-$116K	0.83%	52
2013 Q4	$44.6M	Buy	1,078,248 +389,920	+57%	+$16.2M	0.78%	56
2013 Q3	$27.8M	Buy	688,328 +601,560	+693%	+$25M	0.48%	78
2013 Q2	$3.56M	Buy	+86,768	New	+$3.68M	0.06%	144

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

Duff & Phelps Investment Management's WEC Position: Q1 2026 in Review

Duff & Phelps Investment Management increased its WEC Energy (WEC) stake by 0.02% in Q1 2026, buying an estimated $17.4K and bringing the position to 981,349 shares worth $114M. The position accounts for 1.18% of the portfolio, ranked #28.

Duff & Phelps Investment Management first reported a position in WEC in Q2 2013 and has held it in 49 quarters since. The position peaked at $139M in Q1 2025. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Duff & Phelps Investment Management held 981,349 shares of WEC Energy worth $114M as of Q1 2026.
Duff & Phelps Investment Management bought 155 WEC Energy shares in Q1 2026, an estimated $17.4K.
WEC Energy made up 1.18% of Duff & Phelps Investment Management's portfolio in Q1 2026, its #28 holding.
Duff & Phelps Investment Management first reported a position in WEC Energy in Q2 2013 and has held it in 49 quarters since.
Duff & Phelps Investment Management's WEC Energy position peaked at $139M in Q1 2025.
1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Duff & Phelps Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.