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 Q2	$211K	Hold	1,806	–	–	0.06%	131
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Next Capital Management held its WEC Energy (WEC) position steady in Q2 2026 at 1,806 shares worth $211K. The position accounts for 0.06% of the portfolio, ranked #131.

Next Capital Management first reported a position in WEC in Q2 2019 and has held it in 4 quarters since. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Next Capital Management held 1,806 shares of WEC Energy worth $211K as of Q2 2026.
Next Capital Management left its WEC Energy share count unchanged in Q2 2026.
WEC Energy made up 0.06% of Next Capital Management's portfolio in Q2 2026, its #131 holding.
Next Capital Management first reported a position in WEC Energy in Q2 2019 and has held it in 4 quarters since.
1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Next Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.