Logan Capital Management’s WEC Energy WEC Stock Holding History

Logan 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
2025 Q4	–	Sell	-16	Closed	-$1.78K	–	474
2025 Q3	$1.78K	Buy	16 +1	+7%	+$108	﹤0.01%	401
2025 Q2	$1.6K	Hold	15	–	–	﹤0.01%	401
2025 Q1	$1.66K	Hold	15	–	–	﹤0.01%	490
2024 Q4	$1.42K	Buy	+15	New	+$1.45K	﹤0.01%	469
2024 Q1	–	Sell	-9	Closed	-$758	–	502
2023 Q4	$758	Sell	9 -9	-50%	-$741	﹤0.01%	484
2023 Q3	$1.45K	Hold	18	–	–	﹤0.01%	463
2023 Q2	$1.59K	Hold	18	–	–	﹤0.01%	453
2023 Q1	$1.71K	Hold	18	–	–	﹤0.01%	464
2022 Q4	$1.69K	Hold	18	–	–	﹤0.01%	494
2022 Q3	$2K	Hold	18	–	–	﹤0.01%	480
2022 Q2	$2K	Sell	18 -33	-65%	-$3.35K	﹤0.01%	511
2022 Q1	$5K	Buy	51 +18	+55%	+$1.7K	﹤0.01%	474
2021 Q4	$3K	Hold	33	–	–	﹤0.01%	521
2021 Q3	$3K	Hold	33	–	–	﹤0.01%	504
2021 Q2	$3K	Hold	33	–	–	﹤0.01%	498
2021 Q1	$3K	Buy	+33	New	+$2.88K	﹤0.01%	476

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Logan Capital Management's WEC Position: Q4 2025 in Review

Logan Capital Management sold out of WEC Energy (WEC) in Q4 2025, closing a stake of 16 shares — an estimated $1.78K sold.

Logan Capital Management first reported a position in WEC in Q1 2021 and held it in 16 quarters. The position peaked at $5K in Q1 2022. 1,349 funds tracked by Wall St. Rank hold WEC as of Q4 2025.

Logan Capital Management reported no remaining WEC Energy position as of Q4 2025 after selling out during the quarter.
Logan Capital Management sold 16 WEC Energy shares in Q4 2025, an estimated $1.78K.
Logan Capital Management first reported a position in WEC Energy in Q1 2021 and held it in 16 quarters.
Logan Capital Management's WEC Energy position peaked at $5K in Q1 2022.
1,349 funds tracked by Wall St. Rank held WEC Energy as of Q4 2025.

Based on Logan Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.