Eventide Asset Management’s WEC Energy WEC Stock Holding History

Eventide Asset 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 Q2	$21.1M	Sell	179,606 -29,466	-14%	-$3.36M	0.28%	105
2026 Q1	$24.2M	Buy	209,072 +2,355	+1%	+$265K	0.4%	88
2025 Q4	$21.8M	Buy	206,717 +174,952	+551%	+$19.4M	0.34%	100
2025 Q3	$3.63M	Buy	31,765 +2,436	+8%	+$264K	0.06%	151
2025 Q2	$3.27M	Buy	29,329 +4,388	+18%	+$467K	0.06%	151
2025 Q1	$2.68M	Buy	24,941 +11,025	+79%	+$1.13M	0.05%	155
2024 Q4	$1.31M	Buy	+13,916	New	+$1.35M	0.02%	180
2023 Q2	–	Sell	-94,165	Closed	-$8.93M	–	154
2023 Q1	$8.93M	Sell	94,165 -86,027	-48%	-$7.96M	0.16%	120
2022 Q4	$16.9M	Sell	180,192 -23,208	-11%	-$2.14M	0.33%	88
2022 Q3	$18.2M	Buy	203,400 +11,400	+6%	+$1.16M	0.36%	78
2022 Q2	$19.3M	Buy	192,000 +46,600	+32%	+$4.72M	0.41%	71
2022 Q1	$14.5M	Buy	+145,400	New	+$13.7M	0.23%	100
2020 Q3	–	Sell	-30,900	Closed	-$2.71M	–	151
2020 Q2	$2.71M	Sell	30,900 -9,000	-23%	-$812K	0.06%	120
2020 Q1	$3.52M	Buy	+39,900	New	+$3.84M	0.11%	99

Other funds holding WEC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Eventide Asset Management's WEC Position: Q2 2026 in Review

Eventide Asset Management reduced its WEC Energy (WEC) stake by 14% in Q2 2026, selling an estimated $3.36M and leaving 179,606 shares worth $21.1M. The position accounts for 0.28% of the portfolio, ranked #105.

Eventide Asset Management first reported a position in WEC in Q1 2020 and has held it in 14 quarters since. The position peaked at $24.2M in Q1 2026. 1,404 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Eventide Asset Management held 179,606 shares of WEC Energy worth $21.1M as of Q2 2026.
Eventide Asset Management sold 29,466 WEC Energy shares in Q2 2026, an estimated $3.36M.
WEC Energy made up 0.28% of Eventide Asset Management's portfolio in Q2 2026, its #105 holding.
Eventide Asset Management first reported a position in WEC Energy in Q1 2020 and has held it in 14 quarters since.
Eventide Asset Management's WEC Energy position peaked at $24.2M in Q1 2026.
1,404 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Eventide Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.