Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s WEC Energy WEC Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-8,447
Closed -$968K – 1334
2025
Q3 		$968K Buy
8,447
+937
+12% +$102K ﹤0.01% 851
2025
Q2 		$782K Buy
7,510
+250
+3% +$26.6K ﹤0.01% 853
2025
Q1 		$791K Buy
7,260
+1,538
+27% +$157K ﹤0.01% 798
2024
Q4 		$538K Buy
5,722
+517
+10% +$50.1K ﹤0.01% 876
2024
Q3 		$202K Buy
+5,205
New +$461K ﹤0.01% 949
2023
Q1 		– Sell
-3,060
Closed -$287K – 427
2022
Q4 		$287K Hold
3,060
– – 0.01% 363
2022
Q3 		$274K Buy
+3,060
New +$313K 0.01% 365
2022
Q1 		– Sell
-2,447
Closed -$225K – 466
2021
Q4 		$225K Buy
+2,447
New +$224K 0.01% 392
2021
Q2 		– Sell
-2,190
Closed -$205K – 445
2021
Q1 		$205K Sell
2,190
-257
-11% -$22.4K ﹤0.01% 402
2020
Q4 		$225K Buy
2,447
+257
+12% +$25K 0.01% 396
2020
Q3 		$212K Buy
+2,190
New +$204K 0.01% 384
2018
Q1 		– Sell
-3,954
Closed -$263K – 158
2017
Q4 		$263K Sell
3,954
-284
-7% -$19.1K 0.01% 141
2017
Q3 		$266K Sell
4,238
-244
-5% -$15.6K 0.01% 142
2017
Q2 		$275K Sell
4,482
-4,430
-50% -$274K 0.01% 141
2017
Q1 		$540K Sell
8,912
-3,933
-31% -$232K 0.03% 93
2016
Q4 		$753K Sell
12,845
-458
-3% -$26.3K 0.04% 78
2016
Q3 		$797K Sell
13,303
-214
-2% -$13.4K 0.05% 86
2016
Q2 		$883K Sell
13,517
-545
-4% -$32.8K 0.06% 81
2016
Q1 		$845K Buy
+14,062
New +$787K 0.05% 88

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kovitz Investment Group Partners's WEC Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of WEC Energy (WEC) in Q4 2025, closing a stake of 8,447 shares — an estimated $968K sold.

Kovitz Investment Group Partners first reported a position in WEC in Q1 2016 and held it in 19 quarters. The position peaked at $968K in Q3 2025. 1,349 funds tracked by Wall St. Rank hold WEC as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining WEC Energy position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 8,447 WEC Energy shares in Q4 2025, an estimated $968K.
  • Kovitz Investment Group Partners first reported a position in WEC Energy in Q1 2016 and held it in 19 quarters.
  • Kovitz Investment Group Partners's WEC Energy position peaked at $968K in Q3 2025.
  • 1,349 funds tracked by Wall St. Rank held WEC Energy as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.