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 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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

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

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

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

Machina Capital's WEC Position: Q2 2026 in Review

Machina Capital opened a new position in WEC Energy (WEC) in Q2 2026: 3,654 shares worth $427K. The stake represents 0.07% of the portfolio and ranks #295 among its holdings. This is a return to the name: Machina Capital previously reported a position in WEC as recently as Q2 2024.

Machina Capital first reported a position in WEC in Q4 2019 and has held it in 8 quarters since. The position peaked at $1.13M in Q2 2024. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Machina Capital held 3,654 shares of WEC Energy worth $427K as of Q2 2026.
WEC Energy was a new Machina Capital position in Q2 2026.
WEC Energy made up 0.07% of Machina Capital's portfolio in Q2 2026, its #295 holding.
Machina Capital first reported a position in WEC Energy in Q4 2019 and has held it in 8 quarters since.
Machina Capital's WEC Energy position peaked at $1.13M in Q2 2024.
1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Machina Capital's 13F filing for Q2 2026, filed 10 Aug 2026.