MAI Capital Management’s WEC Energy WEC Stock Holding History

MAI 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
2026 Q2	$1.19M	Buy	10,184 +22	+0.2%	+$2.51K	﹤0.01%	888
2026 Q1	$1.18M	Buy	10,162 +1,614	+19%	+$181K	0.01%	717
2025 Q4	$901K	Buy	8,548 +1,629	+24%	+$180K	0.01%	769
2025 Q3	$793K	Buy	6,919 +947	+16%	+$103K	﹤0.01%	777
2025 Q2	$622K	Buy	5,972 +279	+5%	+$29.7K	﹤0.01%	782
2025 Q1	$620K	Buy	5,693 +140	+3%	+$14.3K	﹤0.01%	754
2024 Q4	$522K	Sell	5,553 -2,171	-28%	-$210K	﹤0.01%	829
2024 Q3	$743K	Sell	7,724 -275	-3%	-$24.4K	0.01%	641
2024 Q2	$628K	Buy	7,999 +938	+13%	+$76.2K	0.01%	732
2024 Q1	$580K	Buy	7,061 +941	+15%	+$75.7K	0.01%	745
2023 Q4	$515K	Sell	6,120 -544	-8%	-$44.8K	0.01%	694
2023 Q3	$537K	Buy	6,664 +58	+0.9%	+$5.04K	0.01%	619
2023 Q2	$583K	Sell	6,606 -489	-7%	-$45.2K	0.01%	571
2023 Q1	$673K	Sell	7,095 -425	-6%	-$39.3K	0.01%	543
2022 Q4	$705K	Buy	7,520 +3,464	+85%	+$320K	0.01%	510
2022 Q3	$363K	Sell	4,056 -3,037	-43%	-$310K	0.01%	648
2022 Q2	$714K	Buy	7,093 +2,511	+55%	+$255K	0.01%	456
2022 Q1	$457K	Buy	4,582 +2,239	+96%	+$211K	0.01%	591
2021 Q4	$227K	Buy	+2,343	New	+$214K	﹤0.01%	790
2020 Q2	–	Sell	-4,221	Closed	-$372K	–	573
2020 Q1	$372K	Sell	4,221 -415	-9%	-$39.9K	0.02%	410
2019 Q4	$428K	Sell	4,636 -75	-2%	-$6.84K	0.01%	411
2019 Q3	$448K	Sell	4,711 -467	-9%	-$42.1K	0.02%	370
2019 Q2	$432K	Buy	5,178 +845	+20%	+$67.8K	0.02%	370
2019 Q1	$343K	Sell	4,333 -5	-0.1%	-$371	0.02%	338
2018 Q4	$300K	Buy	4,338 +6	+0.1%	+$421	0.02%	349
2018 Q3	$289K	Sell	4,332 -934	-18%	-$62.3K	0.01%	370
2018 Q2	$340K	Buy	5,266 +1,547	+42%	+$96.1K	0.02%	344
2018 Q1	$233K	Sell	3,719 -491	-12%	-$30.5K	0.01%	396
2017 Q4	$280K	Hold	4,210	–	–	0.02%	369
2017 Q3	$264K	Hold	4,210	–	–	0.02%	358
2017 Q2	$258K	Buy	4,210 +45	+1%	+$2.78K	0.02%	371
2017 Q1	$253K	Buy	+4,165	New	+$245K	0.02%	375
2016 Q4	–	Sell	-4,470	Closed	-$268K	–	465
2016 Q3	$268K	Hold	4,470	–	–	0.02%	354
2016 Q2	$292K	Hold	4,470	–	–	0.02%	323
2016 Q1	$269K	Hold	4,470	–	–	0.02%	336
2015 Q4	$229K	Hold	4,470	–	–	0.02%	359
2015 Q3	$233K	Sell	4,470 -456	-9%	-$22.2K	0.02%	374
2015 Q2	$222K	Buy	4,926 +456	+10%	+$21.9K	0.01%	435
2015 Q1	$221K	Buy	+4,470	New	+$234K	0.01%	442

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

MAI Capital Management's WEC Position: Q2 2026 in Review

MAI Capital Management increased its WEC Energy (WEC) stake by 0.22% in Q2 2026, buying an estimated $2.51K and bringing the position to 10,184 shares worth $1.19M. The position accounts for ﹤0.01% of the portfolio, ranked #888.

MAI Capital Management first reported a position in WEC in Q1 2015 and has held it in 39 quarters since. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

MAI Capital Management held 10,184 shares of WEC Energy worth $1.19M as of Q2 2026.
MAI Capital Management bought 22 WEC Energy shares in Q2 2026, an estimated $2.51K.
WEC Energy made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #888 holding.
MAI Capital Management first reported a position in WEC Energy in Q1 2015 and has held it in 39 quarters since.
1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.