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John Overdeck’s WEC Energy WEC Stock Holding History

John Overdeck’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
2021
Q4 		– Sell
-4,900
Closed -$432K – 4947
2021
Q3 		$432K Sell
4,900
-1,200
-20% -$113K ﹤0.01% 3382
2021
Q2 		$543K Sell
6,100
-6,000
-50% -$565K ﹤0.01% 3021
2021
Q1 		$1.13M Buy
12,100
+2,700
+29% +$235K ﹤0.01% 2197
2020
Q4 		$865K Buy
9,400
+3,500
+59% +$341K ﹤0.01% 2117
2020
Q3 		$572K Buy
5,900
+1,900
+48% +$177K ﹤0.01% 2144
2020
Q2 		$351K Sell
4,000
-2,000
-33% -$180K ﹤0.01% 2272
2020
Q1 		$529K Sell
6,000
-21,700
-78% -$2.09M ﹤0.01% 1891
2019
Q4 		$2.56M Buy
27,700
+13,100
+90% +$1.19M 0.01% 1393
2019
Q3 		$1.39M Buy
14,600
+8,300
+132% +$748K ﹤0.01% 1716
2019
Q2 		$525K Buy
+6,300
New +$505K ﹤0.01% 2462
2018
Q4 		– Sell
-6,100
Closed -$407K – 3584
2018
Q3 		$407K Sell
6,100
-9,500
-61% -$633K ﹤0.01% 2590
2018
Q2 		$1.01M Buy
+15,600
New +$969K ﹤0.01% 2145
2018
Q1 		– Sell
-31,200
Closed -$2.07M – 3554
2017
Q4 		$2.07M Buy
+31,200
New +$2.09M 0.01% 1440
2017
Q3 		– Sell
-6,200
Closed -$381K – 3242
2017
Q2 		$381K Buy
6,200
+1,300
+27% +$80.3K ﹤0.01% 2513
2017
Q1 		$297K Sell
4,900
-29,200
-86% -$1.72M ﹤0.01% 2575
2016
Q4 		$2M Buy
34,100
+13,100
+62% +$751K 0.01% 1489
2016
Q3 		$1.26M Buy
21,000
+14,000
+200% +$874K ﹤0.01% 1798
2016
Q2 		$457K Buy
+7,000
New +$421K ﹤0.01% 2299
2015
Q2 		– Sell
-10,000
Closed -$495K – 3128
2015
Q1 		$495K Buy
+10,000
New +$523K ﹤0.01% 1979

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

John Overdeck's WEC Position: Q2 2026 in Review

John Overdeck increased its WEC Energy (WEC) stake by 342% in Q2 2026, buying an estimated $5.41M and bringing the position to 61,275 shares worth $7.16M. The position accounts for 0.01% of the portfolio, ranked #1811.

John Overdeck first reported a position in WEC in Q3 2013 and has held it in 28 quarters since. The position peaked at $47.1M in Q1 2024. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • John Overdeck held 61,275 shares of WEC Energy worth $7.16M as of Q2 2026.
  • John Overdeck bought 47,406 WEC Energy shares in Q2 2026, an estimated $5.41M.
  • WEC Energy made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1811 holding.
  • John Overdeck first reported a position in WEC Energy in Q3 2013 and has held it in 28 quarters since.
  • John Overdeck's WEC Energy position peaked at $47.1M in Q1 2024.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.