Marietta Investment Partners’s WEC Energy WEC Stock Holding History

Marietta Investment Partners’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	$2.9M	Sell	24,829 -260	-1%	-$29.7K	0.5%	53
2026 Q1	$2.9M	Sell	25,089 -434	-2%	-$48.8K	0.58%	53
2025 Q4	$2.69M	Sell	25,523 -4,550	-15%	-$504K	0.53%	53
2025 Q3	$3.45M	Buy	30,073 +337	+1%	+$36.5K	0.66%	45
2025 Q2	$3.1M	Buy	29,736 +15,900	+115%	+$1.69M	0.68%	41
2025 Q1	$1.51M	Buy	13,836 +40	+0.3%	+$4.08K	0.36%	63
2024 Q4	$1.3M	Sell	13,796 -4	-0%	-$388	0.29%	69
2024 Q3	$1.33M	Hold	13,800	–	–	0.28%	75
2024 Q2	$1.08M	Hold	13,800	–	–	0.24%	79
2024 Q1	$1.13M	Hold	13,800	–	–	0.25%	81
2023 Q4	$1.16M	Hold	13,800	–	–	0.29%	73
2023 Q3	$1.11M	Hold	13,800	–	–	0.31%	70
2023 Q2	$1.22M	Hold	13,800	–	–	0.32%	67
2023 Q1	$1.31M	Hold	13,800	–	–	0.36%	56
2022 Q4	$1.29M	Hold	13,800	–	–	0.37%	55
2022 Q3	$1.26M	Sell	13,800 -336	-2%	-$34.3K	0.37%	57
2022 Q2	$1.42M	Hold	14,136	–	–	0.42%	53
2022 Q1	$1.41M	Buy	14,136 +700	+5%	+$66.1K	0.32%	65
2021 Q4	$1.3M	Hold	13,436	–	–	0.28%	79
2021 Q3	$1.19M	Hold	13,436	–	–	0.27%	81
2021 Q2	$1.2M	Sell	13,436 -120	-0.9%	-$11.3K	0.27%	81
2021 Q1	$1.27M	Hold	13,556	–	–	0.31%	70
2020 Q4	$1.25M	Sell	13,556 -585	-4%	-$56.9K	0.32%	66
2020 Q3	$1.37M	Hold	14,141	–	–	0.41%	53
2020 Q2	$1.24M	Hold	14,141	–	–	0.41%	54
2020 Q1	$1.25M	Hold	14,141	–	–	0.53%	45
2019 Q4	$1.3M	Hold	14,141	–	–	0.43%	58
2019 Q3	$1.34M	Hold	14,141	–	–	0.46%	55
2019 Q2	$1.18M	Hold	14,141	–	–	0.39%	66
2019 Q1	$1.12M	Hold	14,141	–	–	0.35%	68
2018 Q4	$979K	Hold	14,141	–	–	0.37%	65
2018 Q3	$944K	Hold	14,141	–	–	0.28%	69
2018 Q2	$914K	Sell	14,141 -3,060	-18%	-$190K	0.28%	72
2018 Q1	$1.08M	Hold	17,201	–	–	0.32%	70
2017 Q4	$1.14M	Sell	17,201 -60	-0.3%	-$4.03K	0.33%	68
2017 Q3	$1.08M	Hold	17,261	–	–	0.32%	66
2017 Q2	$1.06M	Hold	17,261	–	–	0.34%	64
2017 Q1	$1.05M	Sell	17,261 -100	-0.6%	-$5.89K	0.35%	65
2016 Q4	$1.02M	Sell	17,361 -11,470	-40%	-$658K	0.36%	62
2016 Q3	$1.73M	Buy	28,831 +432	+2%	+$27K	0.56%	44
2016 Q2	$1.85M	Buy	28,399 +14,068	+98%	+$846K	0.66%	39
2016 Q1	$861K	Hold	14,331	–	–	0.36%	64
2015 Q4	$735K	Hold	14,331	–	–	0.3%	77
2015 Q3	$741K	Buy	14,331 +2,400	+20%	+$117K	0.29%	77
2015 Q2	$537K	Buy	11,931 +1,421	+14%	+$68.2K	0.21%	83
2015 Q1	$520K	Sell	10,510 -60	-0.6%	-$3.14K	0.2%	81
2014 Q4	$557K	Buy	10,570 +700	+7%	+$34.3K	0.22%	71
2014 Q3	$424K	Buy	9,870 +3,000	+44%	+$133K	0.19%	73
2014 Q2	$322K	Sell	6,870 -581	-8%	-$27K	0.13%	90
2014 Q1	$347K	Sell	7,451 -330	-4%	-$14.2K	0.13%	97
2013 Q4	$322K	Hold	7,781	–	–	0.12%	112
2013 Q3	$314K	Sell	7,781 -1,300	-14%	-$54.1K	0.12%	108
2013 Q2	$372K	Buy	+9,081	New	+$385K	0.16%	96

Other funds holding WEC

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

SSP

Sixth Street Partners Dallas, Texas $751B AUM 15.65% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Marietta Investment Partners's WEC Position: Q2 2026 in Review

Marietta Investment Partners reduced its WEC Energy (WEC) stake by 1% in Q2 2026, selling an estimated $29.7K and leaving 24,829 shares worth $2.9M. The position accounts for 0.5% of the portfolio, ranked #53.

Marietta Investment Partners first reported a position in WEC in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.45M in Q3 2025. 1,245 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Marietta Investment Partners held 24,829 shares of WEC Energy worth $2.9M as of Q2 2026.
Marietta Investment Partners sold 260 WEC Energy shares in Q2 2026, an estimated $29.7K.
WEC Energy made up 0.5% of Marietta Investment Partners's portfolio in Q2 2026, its #53 holding.
Marietta Investment Partners first reported a position in WEC Energy in Q2 2013 and has held it in 53 quarters since.
Marietta Investment Partners's WEC Energy position peaked at $3.45M in Q3 2025.
1,245 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Marietta Investment Partners's 13F filing for Q2 2026, filed 12 Aug 2026.