Machina Capital’s WEC Energy WEC Stock Holding History

Machina Capital’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 Q3	–	Sell	-3,654	Closed	-$427K	–	523
2026 Q2	$427K	Buy	+3,654	New	+$417K	0.07%	295
2024 Q3	–	Sell	-14,368	Closed	-$1.13M	–	368
2024 Q2	$1.13M	Buy	14,368 +3,835	+36%	+$312K	0.51%	69
2024 Q1	$865K	Buy	+10,533	New	+$847K	0.46%	81
2023 Q3	–	Sell	-4,645	Closed	-$410K	–	368
2023 Q2	$410K	Buy	+4,645	New	+$429K	0.23%	169
2023 Q1	–	Sell	-7,728	Closed	-$725K	–	522
2022 Q4	$725K	Buy	7,728 +5,454	+240%	+$504K	1.34%	10
2022 Q3	$203K	Buy	+2,274	New	+$232K	0.43%	133
2022 Q2	–	Sell	-2,026	Closed	-$202K	–	183
2022 Q1	$202K	Buy	+2,026	New	+$191K	0.44%	127
2020 Q1	–	Sell	-7,350	Closed	-$678K	–	302
2019 Q4	$678K	Buy	+7,350	New	+$670K	0.27%	149

Other funds holding WEC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Machina Capital's WEC Position: Q3 2026 in Review

Machina Capital sold out of WEC Energy (WEC) in Q3 2026, closing a stake of 3,654 shares — an estimated $427K sold.

Machina Capital first reported a position in WEC in Q4 2019 and held it in 8 quarters. The position peaked at $1.13M in Q2 2024. 814 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

Machina Capital reported no remaining WEC Energy position as of Q3 2026 after selling out during the quarter.
Machina Capital sold 3,654 WEC Energy shares in Q3 2026, an estimated $427K.
Machina Capital first reported a position in WEC Energy in Q4 2019 and held it in 8 quarters.
Machina Capital's WEC Energy position peaked at $1.13M in Q2 2024.
814 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Machina Capital's 13F filing for Q3 2026, filed 5 Nov 2026.