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 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	$657	Hold	7,950	–	–	0.05%	310
2024 Q1	$653	Hold	7,950	–	–	0.04%	337
2023 Q4	$669K	Buy	7,950 +4,010	+102%	+$330K	0.05%	316
2023 Q3	$317	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

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

Everence Capital Management's WEC Position: Q1 2026 in Review

Everence Capital Management held its WEC Energy (WEC) position steady in Q1 2026 at 4,050 shares worth $469K. The position accounts for 0.03% of the portfolio, ranked #397.

Everence Capital Management first reported a position in WEC in Q2 2018 and has held it in 17 quarters since. The position peaked at $765K in Q3 2024. 1,373 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Everence Capital Management held 4,050 shares of WEC Energy worth $469K as of Q1 2026.
Everence Capital Management left its WEC Energy share count unchanged in Q1 2026.
WEC Energy made up 0.03% of Everence Capital Management's portfolio in Q1 2026, its #397 holding.
Everence Capital Management first reported a position in WEC Energy in Q2 2018 and has held it in 17 quarters since.
Everence Capital Management's WEC Energy position peaked at $765K in Q3 2024.
1,373 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.