Manchester Capital Management’s WEC Energy WEC Stock Holding History

Manchester 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 Q1	$67.6K	Sell	584 -37	-6%	-$4.16K	0.01%	440
2025 Q4	$65.5K	Sell	621 -115	-16%	-$12.7K	0.01%	440
2025 Q3	$84.3K	Sell	736 -6	-0.8%	-$650	0.01%	456
2025 Q2	$77.3K	Sell	742 -2	-0.3%	-$213	0.01%	492
2025 Q1	$81.1K	Buy	744 +93	+14%	+$9.5K	0.01%	468
2024 Q4	$61.2K	Buy	651 +8	+1%	+$776	0.01%	512
2024 Q3	$61.8K	Buy	643 +27	+4%	+$2.39K	0.01%	494
2024 Q2	$48.3K	Buy	616 +463	+303%	+$37.6K	0.01%	508
2024 Q1	$12.6K	Sell	153 -114	-43%	-$9.17K	﹤0.01%	608
2023 Q4	$22.5K	Buy	267 +217	+434%	+$17.9K	﹤0.01%	521
2023 Q3	$4.03K	Buy	50 +8	+19%	+$695	﹤0.01%	682
2023 Q2	$3.71K	Buy	42 +7	+20%	+$647	﹤0.01%	655
2023 Q1	$3.32K	Sell	35 -735	-95%	-$68K	﹤0.01%	700
2022 Q4	$72.2K	Buy	+770	New	+$71.2K	0.01%	345
2022 Q2	–	Sell	-838	Closed	-$84K	–	1168
2022 Q1	$84K	Sell	838 -1	-0.1%	-$94	0.01%	359
2021 Q4	$81K	Sell	839 -9	-1%	-$823	0.01%	365
2021 Q3	$75K	Buy	848 +49	+6%	+$4.59K	0.01%	392
2021 Q2	$71K	Buy	799 +44	+6%	+$4.14K	0.01%	352
2021 Q1	$71K	Buy	755 +25	+3%	+$2.18K	0.01%	352
2020 Q4	$67K	Hold	730	–	–	0.01%	346
2020 Q3	$71K	Hold	730	–	–	0.01%	312
2020 Q2	$64K	Hold	730	–	–	0.01%	346
2020 Q1	$64K	Hold	730	–	–	0.01%	336
2019 Q4	$67K	Hold	730	–	–	0.01%	343
2019 Q3	$69K	Hold	730	–	–	0.01%	338
2019 Q2	$61K	Hold	730	–	–	0.01%	358
2019 Q1	$58K	Sell	730 -387	-35%	-$28.7K	0.01%	378
2018 Q4	$72K	Hold	1,117	–	–	0.01%	318
2018 Q3	$75K	Hold	1,117	–	–	0.01%	318
2018 Q2	$72K	Buy	1,117 +387	+53%	+$24.1K	0.01%	325
2018 Q1	$46K	Hold	730	–	–	0.01%	360
2017 Q4	$48K	Hold	730	–	–	0.01%	353
2017 Q3	$46K	Hold	730	–	–	0.01%	345
2017 Q2	$45K	Hold	730	–	–	0.01%	356
2017 Q1	$44K	Hold	730	–	–	0.01%	367
2016 Q4	$43K	Hold	730	–	–	0.01%	359
2016 Q3	$44K	Hold	730	–	–	0.01%	368
2016 Q2	$48K	Hold	730	–	–	0.01%	371
2016 Q1	$44K	Hold	730	–	–	0.01%	438
2015 Q4	$37K	Hold	730	–	–	0.01%	498
2015 Q3	$38K	Hold	730	–	–	0.01%	471
2015 Q2	$33K	Buy	+730	New	+$35K	0.01%	438
2015 Q1	–	Sell	-12	Closed	-$1K	–	899
2014 Q4	$1K	Hold	12	–	–	﹤0.01%	1100
2014 Q3	$1K	Hold	12	–	–	﹤0.01%	1076
2014 Q2	$1K	Hold	12	–	–	﹤0.01%	1074
2014 Q1	$1K	Hold	12	–	–	﹤0.01%	986
2013 Q4	$0	Hold	12	–	–	﹤0.01%	965
2013 Q3	$0	Hold	12	–	–	﹤0.01%	990
2013 Q2	$0	Buy	+12	New	+$509	﹤0.01%	967

Other funds holding WEC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Manchester Capital Management's WEC Position: Q1 2026 in Review

Manchester Capital Management reduced its WEC Energy (WEC) stake by 6% in Q1 2026, selling an estimated $4.16K and leaving 584 shares worth $67.6K. The position accounts for 0.01% of the portfolio, ranked #440.

Manchester Capital Management first reported a position in WEC in Q2 2013 and has held it in 49 quarters since. The position peaked at $84.3K in Q3 2025. 1,373 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Manchester Capital Management held 584 shares of WEC Energy worth $67.6K as of Q1 2026.
Manchester Capital Management sold 37 WEC Energy shares in Q1 2026, an estimated $4.16K.
WEC Energy made up 0.01% of Manchester Capital Management's portfolio in Q1 2026, its #440 holding.
Manchester Capital Management first reported a position in WEC Energy in Q2 2013 and has held it in 49 quarters since.
Manchester Capital Management's WEC Energy position peaked at $84.3K in Q3 2025.
1,373 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Manchester Capital Management's 13F filing for Q1 2026, filed 11 May 2026.