Evergreen Capital Management’s WEC Energy WEC Stock Holding History

Evergreen 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 Q2	$327K	Buy	2,797 +380	+16%	+$43.4K	0.01%	1161
2026 Q1	$280K	Buy	+2,417	New	+$272K	0.01%	1170
2025 Q2	–	Sell	-2,121	Closed	-$231K	–	1264
2025 Q1	$231K	Buy	+2,121	New	+$217K	0.01%	908
2023 Q2	–	Sell	-2,447	Closed	-$232K	–	839
2023 Q1	$232K	Buy	+2,447	New	+$227K	0.01%	610

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

Evergreen Capital Management's WEC Position: Q2 2026 in Review

Evergreen Capital Management increased its WEC Energy (WEC) stake by 16% in Q2 2026, buying an estimated $43.4K and bringing the position to 2,797 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #1161.

Evergreen Capital Management first reported a position in WEC in Q1 2023 and has held it in 4 quarters since. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Evergreen Capital Management held 2,797 shares of WEC Energy worth $327K as of Q2 2026.
Evergreen Capital Management bought 380 WEC Energy shares in Q2 2026, an estimated $43.4K.
WEC Energy made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1161 holding.
Evergreen Capital Management first reported a position in WEC Energy in Q1 2023 and has held it in 4 quarters since.
1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.