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Liberty Capital Management’s WEC Energy WEC Stock Holding History

Liberty 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 		$222K Buy
+1,899
New +$217K 0.04% 176
2025
Q4 		$227K Sell
2,149
-500
-19% -$55.4K 0.04% 170
2025
Q3 		$304K Hold
2,649
– – 0.06% 143
2025
Q2 		$276K Buy
2,649
+97
+4% +$10.3K 0.06% 146
2025
Q1 		$278K Buy
2,552
+66
+3% +$6.74K 0.06% 141
2024
Q4 		$234K Hold
2,486
– – 0.05% 150
2024
Q3 		$239K Buy
+2,486
New +$220K 0.05% 146
2018
Q1 		– Sell
-1,385
Closed -$88K – 239
2017
Q4 		$88K Hold
1,385
– – 0.05% 148
2017
Q3 		$93K Sell
1,385
-78
-5% -$4.98K 0.05% 150
2017
Q2 		$89K Buy
1,463
+85
+6% +$5.25K 0.05% 144
2017
Q1 		$84K Hold
1,378
– – 0.05% 139
2016
Q4 		$82K Hold
1,378
– – 0.05% 136
2016
Q3 		$79K Buy
+1,378
New +$86K 0.05% 135

Other funds holding WEC

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

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

Liberty Capital Management opened a new position in WEC Energy (WEC) in Q2 2026: 1,899 shares worth $222K. The stake represents 0.04% of the portfolio and ranks #176 among its holdings. This is a return to the name: Liberty Capital Management previously reported a position in WEC as recently as Q4 2025.

Liberty Capital Management first reported a position in WEC in Q3 2016 and has held it in 13 quarters since. The position peaked at $304K in Q3 2025. 848 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Liberty Capital Management held 1,899 shares of WEC Energy worth $222K as of Q2 2026.
  • WEC Energy was a new Liberty Capital Management position in Q2 2026.
  • WEC Energy made up 0.04% of Liberty Capital Management's portfolio in Q2 2026, its #176 holding.
  • Liberty Capital Management first reported a position in WEC Energy in Q3 2016 and has held it in 13 quarters since.
  • Liberty Capital Management's WEC Energy position peaked at $304K in Q3 2025.
  • 848 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Liberty Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.