Envestnet Asset Management’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $420M | Buy |
3,623,922
+653,530
| +22% | +$73.4M | 0.11% | 161 |
|
|
2025
Q4 | $313M | Sell |
2,970,392
-76,199
| -3% | -$8.44M | 0.09% | 202 |
|
|
2025
Q3 | $349M | Buy |
3,046,591
+337,300
| +12% | +$36.6M | 0.1% | 184 |
|
|
2025
Q2 | $282M | Buy |
2,709,291
+189,890
| +8% | +$20.2M | 0.08% | 221 |
|
|
2025
Q1 | $275M | Buy |
2,519,401
+430,269
| +21% | +$43.9M | 0.09% | 215 |
|
|
2024
Q4 | $196M | Buy |
2,089,132
+42,016
| +2% | +$4.07M | 0.06% | 289 |
|
|
2024
Q3 | $197M | Buy |
2,047,116
+264,177
| +15% | +$23.4M | 0.06% | 283 |
|
|
2024
Q2 | $140M | Buy |
1,782,939
+61,019
| +4% | +$4.96M | 0.05% | 357 |
|
|
2024
Q1 | $141M | Buy |
1,721,920
+56,882
| +3% | +$4.57M | 0.05% | 342 |
|
|
2023
Q4 | $140M | Buy |
1,665,038
+803,718
| +93% | +$66.2M | 0.06% | 313 |
|
|
2023
Q3 | $69.4M | Buy |
861,320
+488,917
| +131% | +$42.5M | 0.03% | 471 |
|
|
2023
Q2 | $32.9M | Buy |
372,403
+46,090
| +14% | +$4.26M | 0.01% | 679 |
|
|
2023
Q1 | $30.9M | Sell |
326,313
-147,900
| -31% | -$13.7M | 0.01% | 671 |
|
|
2022
Q4 | $44.5M | Sell |
474,213
-130,073
| -22% | -$12M | 0.02% | 518 |
|
|
2022
Q3 | $54M | Buy |
604,286
+39,784
| +7% | +$4.06M | 0.03% | 417 |
|
|
2022
Q2 | $56.8M | Buy |
564,502
+289,544
| +105% | +$29.4M | 0.03% | 404 |
|
|
2022
Q1 | $27.4M | Sell |
274,958
-77,747
| -22% | -$7.34M | 0.01% | 707 |
|
|
2021
Q4 | $34.2M | Buy |
352,705
+15,727
| +5% | +$1.44M | 0.02% | 624 |
|
|
2021
Q3 | $29.7M | Sell |
336,978
-3,874
| -1% | -$363K | 0.02% | 633 |
|
|
2021
Q2 | $30.3M | Buy |
340,852
+5,665
| +2% | +$534K | 0.02% | 631 |
|
|
2021
Q1 | $31.4M | Buy |
335,187
+47,295
| +16% | +$4.12M | 0.02% | 558 |
|
|
2020
Q4 | $26.5M | Sell |
287,892
-1,561
| -0.5% | -$152K | 0.02% | 532 |
|
|
2020
Q3 | $28M | Sell |
289,453
-27,803
| -9% | -$2.59M | 0.02% | 449 |
|
|
2020
Q2 | $27.8M | Buy |
317,256
+20,342
| +7% | +$1.84M | 0.03% | 422 |
|
|
2020
Q1 | $26.2M | Buy |
296,914
+85,572
| +40% | +$8.23M | 0.03% | 377 |
|
|
2019
Q4 | $19.5M | Buy |
211,342
+28,883
| +16% | +$2.63M | 0.02% | 544 |
|
|
2019
Q3 | $17.4M | Sell |
182,459
-11,558
| -6% | -$1.04M | 0.02% | 536 |
|
|
2019
Q2 | $16.2M | Buy |
194,017
+7,864
| +4% | +$631K | 0.02% | 550 |
|
|
2019
Q1 | $14.7M | Buy |
186,153
+11,629
| +7% | +$863K | 0.02% | 546 |
|
|
2018
Q4 | $12.1M | Buy |
+174,524
| New | +$12.3M | 0.02% | 533 |
|
|
2018
Q3 | – | Sell |
-62,923
| Closed | -$4.07M | – | 2619 |
|
|
2018
Q2 | $4.07M | Buy |
62,923
+544
| +0.9% | +$33.8K | 0.01% | 559 |
|
|
2018
Q1 | $3.92M | Sell |
62,379
-17,306
| -22% | -$1.07M | 0.01% | 473 |
|
|
2017
Q4 | $5.29M | Buy |
79,685
+1,237
| +2% | +$83K | 0.01% | 568 |
|
|
2017
Q3 | $4.93M | Sell |
78,448
-13,412
| -15% | -$856K | 0.01% | 556 |
|
|
2017
Q2 | $5.64M | Sell |
91,860
-9,986
| -10% | -$617K | 0.02% | 527 |
|
|
2017
Q1 | $6.18M | Sell |
101,846
-4,327
| -4% | -$255K | 0.02% | 499 |
|
|
2016
Q4 | $6.23M | Buy |
106,173
+17,694
| +20% | +$1.01M | 0.02% | 469 |
|
|
2016
Q3 | $5.3M | Sell |
88,479
-46,950
| -35% | -$2.93M | 0.02% | 564 |
|
|
2016
Q2 | $8.84M | Sell |
135,429
-2,584
| -2% | -$155K | 0.04% | 421 |
|
|
2016
Q1 | $8.29M | Buy |
138,013
+1,979
| +1% | +$111K | 0.04% | 414 |
|
|
2015
Q4 | $6.98M | Buy |
136,034
+2,420
| +2% | +$124K | 0.03% | 456 |
|
|
2015
Q3 | $6.98M | Buy |
133,614
+61,950
| +86% | +$3.01M | 0.03% | 433 |
|
|
2015
Q2 | $3.22M | Sell |
71,664
-7,036
| -9% | -$338K | 0.02% | 822 |
|
|
2015
Q1 | $3.9M | Buy |
78,700
+78,626
| +106,251% | +$4.11M | 0.02% | 661 |
|
|
2014
Q4 | $4K | Sell |
74
-200
| -73% | -$9.81K | ﹤0.01% | 2204 |
|
|
2014
Q3 | $12K | Sell |
274
-2,971
| -92% | -$132K | ﹤0.01% | 2063 |
|
|
2014
Q2 | $152K | Buy |
3,245
+2,779
| +596% | +$129K | ﹤0.01% | 1095 |
|
|
2014
Q1 | $22K | Buy |
466
+374
| +407% | +$16.1K | ﹤0.01% | 1630 |
|
|
2013
Q4 | $4K | Sell |
92
-493
| -84% | -$20.5K | ﹤0.01% | 2087 |
|
|
2013
Q3 | $24K | Sell |
585
-5,257
| -90% | -$219K | ﹤0.01% | 1426 |
|
|
2013
Q2 | $239K | Buy |
+5,842
| New | +$248K | ﹤0.01% | 760 |
|
Other funds holding WEC
VCM
VPM
Envestnet Asset Management's WEC Position: Q1 2026 in Review
Envestnet Asset Management increased its WEC Energy (WEC) stake by 22% in Q1 2026, buying an estimated $73.4M and bringing the position to 3,623,922 shares worth $420M. The position accounts for 0.11% of the portfolio, ranked #161.
Envestnet Asset Management first reported a position in WEC in Q2 2013 and has held it in 51 quarters since. 1,372 funds tracked by Wall St. Rank hold WEC as of Q1 2026.
- Envestnet Asset Management held 3,623,922 shares of WEC Energy worth $420M as of Q1 2026.
- Envestnet Asset Management bought 653,530 WEC Energy shares in Q1 2026, an estimated $73.4M.
- WEC Energy made up 0.11% of Envestnet Asset Management's portfolio in Q1 2026, its #161 holding.
- Envestnet Asset Management first reported a position in WEC Energy in Q2 2013 and has held it in 51 quarters since.
- 1,372 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.
Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.