PSC
WEC icon

Portman Square Capital’s WEC Energy WEC Stock Holding History

Portman Square Capital’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 		– Sell
-4,054
Closed -$455K – 143
2025
Q4 		$428K Buy
+4,054
New +$449K 0.02% 115
2024
Q3 		– Sell
-2,629
Closed -$233K – 338
2024
Q2 		$206K Buy
+2,629
New +$214K 0.01% 322

Other funds holding WEC

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Portman Square Capital's WEC Position: Q1 2026 in Review

Portman Square Capital sold out of WEC Energy (WEC) in Q1 2026, closing a stake of 4,054 shares — an estimated $455K sold.

Portman Square Capital first reported a position in WEC in Q2 2024 and held it in 2 quarters. The position peaked at $428K in Q4 2025. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Portman Square Capital reported no remaining WEC Energy position as of Q1 2026 after selling out during the quarter.
  • Portman Square Capital sold 4,054 WEC Energy shares in Q1 2026, an estimated $455K.
  • Portman Square Capital first reported a position in WEC Energy in Q2 2024 and held it in 2 quarters.
  • Portman Square Capital's WEC Energy position peaked at $428K in Q4 2025.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Portman Square Capital's 13F filing for Q1 2026, filed 27 Apr 2026.