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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
Q2 		$12.1M Sell
103,889
-6,059
-6% -$691K 1.42% 13
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Mattern Capital Management reduced its WEC Energy (WEC) stake by 5.5% in Q2 2026, selling an estimated $691K and leaving 103,889 shares worth $12.1M. The position accounts for 1.42% of the portfolio, ranked #13.

Mattern Capital Management first reported a position in WEC in Q4 2019 and has held it in 27 quarters since. The position peaked at $12.7M in Q1 2026. 1,412 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Mattern Capital Management held 103,889 shares of WEC Energy worth $12.1M as of Q2 2026.
  • Mattern Capital Management sold 6,059 WEC Energy shares in Q2 2026, an estimated $691K.
  • WEC Energy made up 1.42% of Mattern Capital Management's portfolio in Q2 2026, its #13 holding.
  • Mattern Capital Management first reported a position in WEC Energy in Q4 2019 and has held it in 27 quarters since.
  • Mattern Capital Management's WEC Energy position peaked at $12.7M in Q1 2026.
  • 1,412 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Mattern Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.