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Key Capital Management’s WEC Energy WEC Stock Holding History

Key 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 		$1.87K Hold
16
– – ﹤0.01% 592
2026
Q1 		$1.85K Sell
16
-4
-20% -$449 ﹤0.01% 541
2025
Q4 		$2.11K Buy
+20
New +$2.21K ﹤0.01% 389

Other funds holding WEC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
CI
Cincinnati Insurance Fairfield, Ohio $6.94B AUM 20.24% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Key Capital Management held its WEC Energy (WEC) position steady in Q2 2026 at 16 shares worth $1.87K. The position accounts for ﹤0.01% of the portfolio, ranked #592.

Key Capital Management first reported a position in WEC in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.11K in Q4 2025. 782 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Key Capital Management held 16 shares of WEC Energy worth $1.87K as of Q2 2026.
  • Key Capital Management left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up ﹤0.01% of Key Capital Management's portfolio in Q2 2026, its #592 holding.
  • Key Capital Management first reported a position in WEC Energy in Q4 2025 and has held it in 3 quarters since.
  • Key Capital Management's WEC Energy position peaked at $2.11K in Q4 2025.
  • 782 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.