Heartland Advisors’s WEC Energy WEC Stock Holding History

Heartland Advisors’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	$6.89M	Sell	59,517 -6,096	-9%	-$685K	0.35%	116
2025 Q4	$6.92M	Sell	65,613 -231	-0.4%	-$25.6K	0.37%	107
2025 Q3	$7.55M	Buy	65,844 +3,349	+5%	+$363K	0.4%	97
2025 Q2	$6.51M	Sell	62,495 -11,679	-16%	-$1.24M	0.36%	117
2025 Q1	$8.08M	Sell	74,174 -43,827	-37%	-$4.48M	0.46%	89
2024 Q4	$11.1M	Sell	118,001 -1,104	-0.9%	-$107K	0.6%	68
2024 Q3	$11.5M	Buy	+119,105	New	+$10.6M	0.6%	64

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

Heartland Advisors's WEC Position: Q1 2026 in Review

Heartland Advisors reduced its WEC Energy (WEC) stake by 9.3% in Q1 2026, selling an estimated $685K and leaving 59,517 shares worth $6.89M. The position accounts for 0.35% of the portfolio, ranked #116.

Heartland Advisors first reported a position in WEC in Q3 2024 and has held it in 7 quarters since. The position peaked at $11.5M in Q3 2024. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Heartland Advisors held 59,517 shares of WEC Energy worth $6.89M as of Q1 2026.
Heartland Advisors sold 6,096 WEC Energy shares in Q1 2026, an estimated $685K.
WEC Energy made up 0.35% of Heartland Advisors's portfolio in Q1 2026, its #116 holding.
Heartland Advisors first reported a position in WEC Energy in Q3 2024 and has held it in 7 quarters since.
Heartland Advisors's WEC Energy position peaked at $11.5M in Q3 2024.
1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Heartland Advisors's 13F filing for Q1 2026, filed 6 May 2026.