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Mattern Capital Management’s WEC Energy WEC Stock Holding History

Mattern 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 		$12.7M Buy
109,948
+24,812
+29% +$2.79M 1.52% 7
2025
Q4 		$8.98M Buy
85,136
+1,150
+1% +$127K 1.06% 44
2025
Q3 		$9.62M Sell
83,986
-767
-0.9% -$83.1K 1.13% 32
2025
Q2 		$8.83M Buy
84,753
+775
+0.9% +$82.5K 1.06% 45
2025
Q1 		$9.15M Sell
83,978
-4,452
-5% -$455K 1.17% 38
2024
Q4 		$8.32M Sell
88,430
-3,350
-4% -$325K 1.08% 52
2024
Q3 		$8.83M Buy
91,780
+130
+0.1% +$11.5K 1.11% 46
2024
Q2 		$7.19M Buy
91,650
+649
+0.7% +$52.7K 0.99% 65
2024
Q1 		$7.47M Buy
91,001
+13,446
+17% +$1.08M 1.01% 64
2023
Q4 		$6.53M Buy
77,555
+5,688
+8% +$468K 0.95% 71
2023
Q3 		$5.79M Buy
71,867
+7,169
+11% +$623K 0.94% 71
2023
Q2 		$5.71M Buy
64,698
+2,539
+4% +$235K 0.93% 73
2023
Q1 		$5.89M Buy
62,159
+2,611
+4% +$242K 1.04% 65
2022
Q4 		$5.58M Buy
59,548
+1,618
+3% +$150K 1.03% 64
2022
Q3 		$5.18M Sell
57,930
-57
-0.1% -$5.82K 1.08% 54
2022
Q2 		$5.84M Sell
57,987
-1,206
-2% -$122K 1.15% 45
2022
Q1 		$5.91M Buy
59,193
+1,346
+2% +$127K 1.06% 60
2021
Q4 		$5.62M Buy
57,847
+4,670
+9% +$427K 0.98% 66
2021
Q3 		$4.69M Buy
53,177
+2,252
+4% +$211K 0.93% 73
2021
Q2 		$4.53M Buy
50,925
+3,040
+6% +$286K 0.9% 74
2021
Q1 		$4.48M Buy
47,885
+4,686
+11% +$409K 0.97% 68
2020
Q4 		$3.98M Buy
43,199
+843
+2% +$82K 0.94% 74
2020
Q3 		$4.1M Buy
42,356
+460
+1% +$42.9K 1.07% 60
2020
Q2 		$3.67M Buy
41,896
+1,024
+3% +$92.4K 1.07% 62
2020
Q1 		$3.6M Sell
40,872
-1,306
-3% -$126K 1.23% 24
2019
Q4 		$3.89M Buy
+42,178
New +$3.85M 1.08% 50

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

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

Mattern Capital Management increased its WEC Energy (WEC) stake by 29% in Q1 2026, buying an estimated $2.79M and bringing the position to 109,948 shares worth $12.7M. The position accounts for 1.52% of the portfolio, ranked #7.

Mattern Capital Management first reported a position in WEC in Q4 2019 and has held it in 26 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Mattern Capital Management held 109,948 shares of WEC Energy worth $12.7M as of Q1 2026.
  • Mattern Capital Management bought 24,812 WEC Energy shares in Q1 2026, an estimated $2.79M.
  • WEC Energy made up 1.52% of Mattern Capital Management's portfolio in Q1 2026, its #7 holding.
  • Mattern Capital Management first reported a position in WEC Energy in Q4 2019 and has held it in 26 quarters since.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Mattern Capital Management's 13F filing for Q1 2026, filed 4 May 2026.