Madison Asset Management’s WEC Energy WEC Stock Holding History

Madison Asset 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	–	Sell	-5,485	Closed	-$635K	–	366
2026 Q1	$635K	Buy	+5,485	New	+$616K	0.01%	313
2023 Q4	–	Sell	-8,185	Closed	-$659K	–	333
2023 Q3	$659K	Hold	8,185	–	–	0.01%	287
2023 Q2	$722K	Buy	+8,185	New	+$756K	0.01%	278

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

Madison Asset Management's WEC Position: Q2 2026 in Review

Madison Asset Management sold out of WEC Energy (WEC) in Q2 2026, closing a stake of 5,485 shares — an estimated $635K sold.

Madison Asset Management first reported a position in WEC in Q2 2023 and held it in 3 quarters. The position peaked at $722K in Q2 2023. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Madison Asset Management reported no remaining WEC Energy position as of Q2 2026 after selling out during the quarter.
Madison Asset Management sold 5,485 WEC Energy shares in Q2 2026, an estimated $635K.
Madison Asset Management first reported a position in WEC Energy in Q2 2023 and held it in 3 quarters.
Madison Asset Management's WEC Energy position peaked at $722K in Q2 2023.
1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Madison Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.