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Martingale Asset Management’s WEC Energy WEC Stock Holding History

Martingale 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
Q1 		$837K Sell
7,228
-4,255
-37% -$478K 0.02% 539
2025
Q4 		$1.21M Buy
11,483
+6,305
+122% +$698K 0.03% 434
2025
Q3 		$593K Buy
5,178
+2,875
+125% +$312K 0.01% 587
2025
Q2 		$240K Buy
+2,303
New +$245K 0.01% 733
2024
Q1 		– Sell
-2,612
Closed -$220K – 870
2023
Q4 		$220K Sell
2,612
-115,325
-98% -$9.5M ﹤0.01% 751
2023
Q3 		$9.5M Sell
117,937
-188,977
-62% -$16.4M 0.2% 134
2023
Q2 		$27.1M Sell
306,914
-22,317
-7% -$2.06M 0.53% 72
2023
Q1 		$31.2M Sell
329,231
-6,759
-2% -$626K 0.6% 59
2022
Q4 		$31.5M Sell
335,990
-20,930
-6% -$1.93M 0.61% 59
2022
Q3 		$31.9M Sell
356,920
-4,841
-1% -$495K 0.64% 55
2022
Q2 		$36.4M Sell
361,761
-33,826
-9% -$3.43M 0.66% 48
2022
Q1 		$39.5M Sell
395,587
-27,671
-7% -$2.61M 0.59% 57
2021
Q4 		$41.1M Sell
423,258
-10,408
-2% -$951K 0.53% 72
2021
Q3 		$38.3M Sell
433,666
-80,397
-16% -$7.54M 0.5% 81
2021
Q2 		$45.7M Sell
514,063
-23,476
-4% -$2.21M 0.52% 75
2021
Q1 		$50.3M Buy
537,539
+44,042
+9% +$3.84M 0.58% 65
2020
Q4 		$45.4M Buy
493,497
+71,321
+17% +$6.94M 0.52% 69
2020
Q3 		$40.9M Buy
422,176
+225,908
+115% +$21M 0.49% 64
2020
Q2 		$17.2M Buy
196,268
+29,350
+18% +$2.65M 0.2% 141
2020
Q1 		$14.7M Sell
166,918
-3,914
-2% -$376K 0.2% 157
2019
Q4 		$15.8M Sell
170,832
-8,029
-4% -$732K 0.16% 167
2019
Q3 		$17M Sell
178,861
-9,293
-5% -$837K 0.17% 158
2019
Q2 		$15.7M Sell
188,154
-4,675
-2% -$375K 0.16% 163
2019
Q1 		$15.3M Buy
192,829
+32,400
+20% +$2.4M 0.17% 162
2018
Q4 		$11.1M Sell
160,429
-16,025
-9% -$1.13M 0.15% 165
2018
Q3 		$11.8M Buy
176,454
+7,800
+5% +$520K 0.14% 176
2018
Q2 		$10.9M Buy
168,654
+22,000
+15% +$1.37M 0.13% 181
2018
Q1 		$9.2M Buy
146,654
+52,531
+56% +$3.26M 0.12% 187
2017
Q4 		$6.25M Buy
94,123
+48,895
+108% +$3.28M 0.08% 230
2017
Q3 		$2.84M Buy
45,228
+200
+0.4% +$12.8K 0.04% 472
2017
Q2 		$2.76M Buy
45,028
+2,400
+6% +$148K 0.04% 462
2017
Q1 		$2.58M Buy
42,628
+20,200
+90% +$1.19M 0.04% 473
2016
Q4 		$1.32M Buy
22,428
+6,799
+44% +$390K 0.02% 655
2016
Q3 		$936K Buy
15,629
+2,701
+21% +$169K 0.01% 704
2016
Q2 		$845K Buy
+12,928
New +$778K 0.01% 564
2015
Q3 		– Sell
-11,894
Closed -$535K – 895
2015
Q2 		$535K Sell
11,894
-97
-0.8% -$4.66K 0.01% 676
2015
Q1 		$594K Sell
11,991
-6,402
-35% -$335K 0.01% 669
2014
Q4 		$971K Sell
18,393
-84,628
-82% -$4.15M 0.03% 537
2014
Q3 		$4.43M Sell
103,021
-56,481
-35% -$2.51M 0.14% 205
2014
Q2 		$7.48M Buy
159,502
+4,053
+3% +$188K 0.23% 130
2014
Q1 		$7.24M Sell
155,449
-4,600
-3% -$198K 0.25% 127
2013
Q4 		$6.62M Sell
160,049
-6,905
-4% -$287K 0.23% 127
2013
Q3 		$6.74M Buy
166,954
+11,600
+7% +$483K 0.24% 127
2013
Q2 		$6.37M Buy
+155,354
New +$6.59M 0.24% 122

Other funds holding WEC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Martingale Asset Management's WEC Position: Q1 2026 in Review

Martingale Asset Management reduced its WEC Energy (WEC) stake by 37% in Q1 2026, selling an estimated $478K and leaving 7,228 shares worth $837K. The position accounts for 0.02% of the portfolio, ranked #539.

Martingale Asset Management first reported a position in WEC in Q2 2013 and has held it in 44 quarters since. The position peaked at $50.3M in Q1 2021. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Martingale Asset Management held 7,228 shares of WEC Energy worth $837K as of Q1 2026.
  • Martingale Asset Management sold 4,255 WEC Energy shares in Q1 2026, an estimated $478K.
  • WEC Energy made up 0.02% of Martingale Asset Management's portfolio in Q1 2026, its #539 holding.
  • Martingale Asset Management first reported a position in WEC Energy in Q2 2013 and has held it in 44 quarters since.
  • Martingale Asset Management's WEC Energy position peaked at $50.3M in Q1 2021.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Martingale Asset Management's 13F filing for Q1 2026, filed 13 May 2026.