Everence Capital Management’s WEC Energy WEC Stock Holding History

Everence Capital 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 Q3	$408K	Hold	4,050	–	–	0.02%	477
2026 Q2	$473K	Hold	4,050	–	–	0.02%	432
2026 Q1	$469K	Hold	4,050	–	–	0.03%	397
2025 Q4	$427K	Hold	4,050	–	–	0.03%	447
2025 Q3	$464K	Hold	4,050	–	–	0.03%	423
2025 Q2	$422K	Hold	4,050	–	–	0.03%	431
2025 Q1	$441K	Hold	4,050	–	–	0.03%	402
2024 Q4	$381K	Sell	4,050 -3,900	-49%	-$378K	0.02%	468
2024 Q3	$765K	Hold	7,950	–	–	0.05%	296
2024 Q2	$657K	Hold	7,950	–	–	0.05%	310
2024 Q1	$653K	Hold	7,950	–	–	0.04%	337
2023 Q4	$669K	Buy	7,950 +4,010	+102%	+$330K	0.05%	316
2023 Q3	$317K	Buy	+3,940	New	+$342K	0.02%	528
2020 Q3	–	Sell	-4,480	Closed	-$411K	–	750
2020 Q2	$411K	Hold	4,480	–	–	0.05%	353
2020 Q1	$395K	Hold	4,480	–	–	0.06%	302
2019 Q4	$413K	Buy	+4,480	New	+$408K	0.06%	353
2019 Q1	–	Sell	-10,870	Closed	-$753K	–	650
2018 Q4	$753K	Hold	10,870	–	–	0.17%	147
2018 Q3	$726K	Hold	10,870	–	–	0.14%	172
2018 Q2	$703K	Buy	+10,870	New	+$676K	0.15%	169

Other funds holding WEC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Everence Capital Management's WEC Position: Q3 2026 in Review

Everence Capital Management held its WEC Energy (WEC) position steady in Q3 2026 at 4,050 shares worth $408K. The position accounts for 0.02% of the portfolio, ranked #477.

Everence Capital Management first reported a position in WEC in Q2 2018 and has held it in 19 quarters since. The position peaked at $765K in Q3 2024. 857 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

Everence Capital Management held 4,050 shares of WEC Energy worth $408K as of Q3 2026.
Everence Capital Management left its WEC Energy share count unchanged in Q3 2026.
WEC Energy made up 0.02% of Everence Capital Management's portfolio in Q3 2026, its #477 holding.
Everence Capital Management first reported a position in WEC Energy in Q2 2018 and has held it in 19 quarters since.
Everence Capital Management's WEC Energy position peaked at $765K in Q3 2024.
857 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Everence Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.