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Harvest Fund Management’s WEC Energy WEC Stock Holding History

Harvest Fund 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 		$472K Sell
4,045
-58
-1% -$6.62K 0.02% 209
2026
Q1 		$475K Sell
4,103
-10,191
-71% -$1.14M 0.02% 210
2025
Q4 		$1.57M Buy
14,294
+4,103
+40% +$454K 0.06% 163
2025
Q3 		$1.13M Hold
10,191
– – 0.05% 180
2025
Q2 		$1.09M Buy
10,191
+4,103
+67% +$437K 0.05% 179
2025
Q1 		$663K Buy
+6,088
New +$622K 0.03% 245
2020
Q2 		– Sell
-167
Closed -$14K – 524
2020
Q1 		$14K Buy
+167
New +$16.1K ﹤0.01% 393

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

Harvest Fund Management's WEC Position: Q2 2026 in Review

Harvest Fund Management reduced its WEC Energy (WEC) stake by 1.4% in Q2 2026, selling an estimated $6.62K and leaving 4,045 shares worth $472K. The position accounts for 0.02% of the portfolio, ranked #209.

Harvest Fund Management first reported a position in WEC in Q1 2020 and has held it in 7 quarters since. The position peaked at $1.57M in Q4 2025. 1,407 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Harvest Fund Management held 4,045 shares of WEC Energy worth $472K as of Q2 2026.
  • Harvest Fund Management sold 58 WEC Energy shares in Q2 2026, an estimated $6.62K.
  • WEC Energy made up 0.02% of Harvest Fund Management's portfolio in Q2 2026, its #209 holding.
  • Harvest Fund Management first reported a position in WEC Energy in Q1 2020 and has held it in 7 quarters since.
  • Harvest Fund Management's WEC Energy position peaked at $1.57M in Q4 2025.
  • 1,407 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Harvest Fund Management's 13F filing for Q2 2026, filed 20 Aug 2026.