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Meritage Portfolio Management’s WEC Energy WEC Stock Holding History

Meritage Portfolio 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
2025
Q4 		$377K Sell
3,573
-112
-3% -$12.4K 0.03% 250
2025
Q3 		$422K Sell
3,685
-20,559
-85% -$2.23M 0.03% 247
2025
Q2 		$2.53M Sell
24,244
-528
-2% -$56.2K 0.16% 150
2025
Q1 		$2.7M Sell
24,772
-693
-3% -$70.8K 0.18% 141
2024
Q4 		$2.39M Sell
25,465
-26,101
-51% -$2.53M 0.15% 154
2024
Q3 		$4.96M Buy
51,566
+14,658
+40% +$1.3M 0.3% 103
2024
Q2 		$2.9M Sell
36,908
-841
-2% -$68.3K 0.18% 147
2024
Q1 		$3.1M Sell
37,749
-2,134
-5% -$172K 0.2% 147
2023
Q4 		$3.36M Buy
39,883
+1,379
+4% +$114K 0.22% 135
2023
Q3 		$3.1M Buy
+38,504
New +$3.35M 0.23% 133

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Meritage Portfolio Management's WEC Position: Q4 2025 in Review

Meritage Portfolio Management reduced its WEC Energy (WEC) stake by 3% in Q4 2025, selling an estimated $12.4K and leaving 3,573 shares worth $377K. The position accounts for 0.03% of the portfolio, ranked #250.

Meritage Portfolio Management first reported a position in WEC in Q3 2023 and has held it in 10 quarters since. The position peaked at $4.96M in Q3 2024. 1,348 funds tracked by Wall St. Rank hold WEC as of Q4 2025.

  • Meritage Portfolio Management held 3,573 shares of WEC Energy worth $377K as of Q4 2025.
  • Meritage Portfolio Management sold 112 WEC Energy shares in Q4 2025, an estimated $12.4K.
  • WEC Energy made up 0.03% of Meritage Portfolio Management's portfolio in Q4 2025, its #250 holding.
  • Meritage Portfolio Management first reported a position in WEC Energy in Q3 2023 and has held it in 10 quarters since.
  • Meritage Portfolio Management's WEC Energy position peaked at $4.96M in Q3 2024.
  • 1,348 funds tracked by Wall St. Rank held WEC Energy as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.