Mackenzie Financial’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $29.5M | Buy |
254,992
+210,292
| +470% | +$23.6M | 0.04% | 339 |
|
|
2025
Q4 | $4.73M | Buy |
44,700
+3,064
| +7% | +$339K | 0.01% | 650 |
|
|
2025
Q3 | $4.77M | Buy |
41,636
+6,107
| +17% | +$662K | 0.01% | 643 |
|
|
2025
Q2 | $3.7M | Sell |
35,529
-17,233
| -33% | -$1.83M | ﹤0.01% | 658 |
|
|
2025
Q1 | $5.75M | Buy |
52,762
+13,841
| +36% | +$1.41M | 0.01% | 551 |
|
|
2024
Q4 | $3.66M | Sell |
38,921
-43,272
| -53% | -$4.2M | 0.01% | 629 |
|
|
2024
Q3 | $7.91M | Buy |
82,193
+54,962
| +202% | +$4.87M | 0.01% | 478 |
|
|
2024
Q2 | $2.14M | Sell |
27,231
-167
| -0.6% | -$13.6K | ﹤0.01% | 714 |
|
|
2024
Q1 | $2.25M | Buy |
27,398
+1,249
| +5% | +$100K | ﹤0.01% | 722 |
|
|
2023
Q4 | $2.2M | Sell |
26,149
-699
| -3% | -$57.6K | ﹤0.01% | 709 |
|
|
2023
Q3 | $2.1M | Buy |
26,848
+517
| +2% | +$44.9K | ﹤0.01% | 701 |
|
|
2023
Q2 | $2.35M | Sell |
26,331
-82,158
| -76% | -$7.59M | ﹤0.01% | 690 |
|
|
2023
Q1 | $10.3M | Sell |
108,489
-4,706
| -4% | -$436K | 0.02% | 435 |
|
|
2022
Q4 | $10.6M | Buy |
113,195
+825
| +0.7% | +$76.2K | 0.02% | 404 |
|
|
2022
Q3 | $10M | Buy |
112,370
+107
| +0.1% | +$10.9K | 0.02% | 410 |
|
|
2022
Q2 | $11.3M | Buy |
112,263
+7,949
| +8% | +$806K | 0.02% | 416 |
|
|
2022
Q1 | $10.4M | Buy |
104,314
+2,219
| +2% | +$210K | 0.01% | 455 |
|
|
2021
Q4 | $9.91M | Buy |
102,095
+27,940
| +38% | +$2.55M | 0.01% | 477 |
|
|
2021
Q3 | $6.54M | Buy |
74,155
+5,677
| +8% | +$532K | 0.01% | 526 |
|
|
2021
Q2 | $6.09M | Sell |
68,478
-69,559
| -50% | -$6.55M | 0.01% | 525 |
|
|
2021
Q1 | $12.9M | Buy |
138,037
+56,570
| +69% | +$4.93M | 0.02% | 384 |
|
|
2020
Q4 | $7.5M | Buy |
81,467
+12,011
| +17% | +$1.17M | 0.02% | 385 |
|
|
2020
Q3 | $6.73M | Buy |
69,456
+18,195
| +35% | +$1.7M | 0.02% | 361 |
|
|
2020
Q2 | $4.49M | Buy |
51,261
+9,673
| +23% | +$873K | 0.01% | 414 |
|
|
2020
Q1 | $3.67M | Sell |
41,588
-22,652
| -35% | -$2.18M | 0.01% | 386 |
|
|
2019
Q4 | $5.92M | Buy |
64,240
+11,110
| +21% | +$1.01M | 0.01% | 403 |
|
|
2019
Q3 | $5.05M | Sell |
53,130
-2,592
| -5% | -$234K | 0.01% | 444 |
|
|
2019
Q2 | $4.65M | Sell |
55,722
-38,244
| -41% | -$3.07M | 0.01% | 457 |
|
|
2019
Q1 | $7.43M | Sell |
93,966
-72,726
| -44% | -$5.4M | 0.02% | 428 |
|
|
2018
Q4 | $11.5M | Buy |
166,692
+88,865
| +114% | +$6.24M | 0.03% | 337 |
|
|
2018
Q3 | $5.2M | Buy |
77,827
+10,022
| +15% | +$668K | 0.01% | 485 |
|
|
2018
Q2 | $4.38M | Buy |
67,805
+24,864
| +58% | +$1.55M | 0.01% | 477 |
|
|
2018
Q1 | $2.69M | Sell |
42,941
-105,321
| -71% | -$6.53M | 0.01% | 524 |
|
|
2017
Q4 | $9.85M | Buy |
+148,262
| New | +$9.95M | 0.02% | 358 |
|
Other funds holding WEC
VCM
VPM
Mackenzie Financial's WEC Position: Q1 2026 in Review
Mackenzie Financial increased its WEC Energy (WEC) stake by 470% in Q1 2026, buying an estimated $23.6M and bringing the position to 254,992 shares worth $29.5M. The position accounts for 0.04% of the portfolio, ranked #339.
Mackenzie Financial first reported a position in WEC in Q4 2017 and has held it in 34 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.
- Mackenzie Financial held 254,992 shares of WEC Energy worth $29.5M as of Q1 2026.
- Mackenzie Financial bought 210,292 WEC Energy shares in Q1 2026, an estimated $23.6M.
- WEC Energy made up 0.04% of Mackenzie Financial's portfolio in Q1 2026, its #339 holding.
- Mackenzie Financial first reported a position in WEC Energy in Q4 2017 and has held it in 34 quarters since.
- 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.
Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.