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Next Capital Management’s WEC Energy WEC Stock Holding History

Next 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 		$209K Buy
+1,806
New +$203K 0.06% 123
2025
Q4 		– Sell
-1,806
Closed -$207K – 145
2025
Q3 		$207K Buy
+1,806
New +$196K 0.07% 124
2019
Q3 		– Sell
-250
Closed -$21K – 804
2019
Q2 		$21K Buy
+250
New +$20K 0.01% 297

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

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

Next Capital Management opened a new position in WEC Energy (WEC) in Q1 2026: 1,806 shares worth $209K. The stake represents 0.06% of the portfolio and ranks #123 among its holdings. This is a return to the name: Next Capital Management previously reported a position in WEC as recently as Q3 2025.

Next Capital Management first reported a position in WEC in Q2 2019 and has held it in 3 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Next Capital Management held 1,806 shares of WEC Energy worth $209K as of Q1 2026.
  • WEC Energy was a new Next Capital Management position in Q1 2026.
  • WEC Energy made up 0.06% of Next Capital Management's portfolio in Q1 2026, its #123 holding.
  • Next Capital Management first reported a position in WEC Energy in Q2 2019 and has held it in 3 quarters since.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Next Capital Management's 13F filing for Q1 2026, filed 7 May 2026.