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Harbour Investments’s WEC Energy WEC Stock Holding History

Harbour Investments’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 		$12.5M Buy
107,473
+5,443
+5% +$621K 0.17% 116
2026
Q1 		$11.8M Buy
102,030
+61,944
+155% +$6.96M 0.18% 106
2025
Q4 		$4.23M Sell
40,086
-3,871
-9% -$429K 0.09% 220
2025
Q3 		$5.04M Sell
43,957
-480
-1% -$52K 0.11% 168
2025
Q2 		$4.63M Buy
44,437
+4,257
+11% +$453K 0.12% 156
2025
Q1 		$4.38M Buy
40,180
+6,009
+18% +$614K 0.13% 152
2024
Q4 		$3.21M Buy
34,171
+7,998
+31% +$775K 0.09% 192
2024
Q3 		$2.52M Sell
26,173
-1,405
-5% -$125K 0.08% 225
2024
Q2 		$2.16M Buy
27,578
+377
+1% +$30.6K 0.07% 238
2024
Q1 		$2.23M Sell
27,201
-1,515
-5% -$122K 0.08% 230
2023
Q4 		$2.42M Buy
28,716
+4,266
+17% +$351K 0.1% 196
2023
Q3 		$1.97M Buy
24,450
+1,447
+6% +$126K 0.1% 197
2023
Q2 		$2.03M Sell
23,003
-1,071
-4% -$99K 0.1% 201
2023
Q1 		$2.28M Sell
24,074
-199
-0.8% -$18.4K 0.12% 156
2022
Q4 		$2.28M Sell
24,273
-4,486
-16% -$415K 0.14% 141
2022
Q3 		$2.89M Hold
28,759
– – 0.2% 95
2022
Q2 		$2.89M Buy
+28,759
New +$2.92M 0.2% 95
2021
Q4 		$2.6M Sell
26,745
-63,372
-70% -$5.79M 0.15% 131
2021
Q3 		$7.95M Buy
90,117
+2,480
+3% +$233K 0.25% 72
2021
Q2 		$7.79M Sell
87,637
-2,246
-2% -$212K 0.25% 75
2021
Q1 		$8.41M Buy
+89,883
New +$7.84M 0.3% 61

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Harbour Investments's WEC Position: Q2 2026 in Review

Harbour Investments increased its WEC Energy (WEC) stake by 5.3% in Q2 2026, buying an estimated $621K and bringing the position to 107,473 shares worth $12.5M. The position accounts for 0.17% of the portfolio, ranked #116.

Harbour Investments first reported a position in WEC in Q1 2021 and has held it in 21 quarters since. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Harbour Investments held 107,473 shares of WEC Energy worth $12.5M as of Q2 2026.
  • Harbour Investments bought 5,443 WEC Energy shares in Q2 2026, an estimated $621K.
  • WEC Energy made up 0.17% of Harbour Investments's portfolio in Q2 2026, its #116 holding.
  • Harbour Investments first reported a position in WEC Energy in Q1 2021 and has held it in 21 quarters since.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.