Prelude Capital Management’s WEC Energy WEC Stock Holding History

Prelude 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	$304K	Buy	+2,606	New	+$297K	0.02%	773
2022 Q4	–	Sell	-6,072	Closed	-$543K	–	1642
2022 Q3	$543K	Buy	+6,072	New	+$620K	0.02%	621
2021 Q4	–	Sell	-3,093	Closed	-$273K	–	2283
2021 Q3	$273K	Buy	+3,093	New	+$290K	0.01%	1190
2020 Q4	–	Sell	-3,146	Closed	-$305K	–	2058
2020 Q3	$305K	Buy	+3,146	New	+$293K	0.01%	558
2020 Q2	–	Sell	-748	Closed	-$66K	–	2288
2020 Q1	$66K	Buy	+748	New	+$71.9K	﹤0.01%	694
2019 Q1	–	Sell	-89	Closed	-$6K	–	2226
2018 Q4	$6K	Buy	+89	New	+$6.25K	﹤0.01%	1576
2018 Q3	–	Sell	-5,320	Closed	-$344K	–	2066
2018 Q2	$344K	Buy	5,320 +320	+6%	+$19.9K	0.02%	637
2018 Q1	$314K	Buy	+5,000	New	+$310K	0.02%	575
2016 Q1	–	Sell	-2,144	Closed	-$110K	–	1548
2015 Q4	$110K	Sell	2,144 -19,933	-90%	-$1.02M	0.02%	784
2015 Q3	$1.15M	Buy	22,077 +16,123	+271%	+$784K	0.17%	142
2015 Q2	$268K	Buy	5,954 +3,533	+146%	+$170K	0.04%	489
2015 Q1	$120K	Sell	2,421 -3,219	-57%	-$168K	0.02%	920
2014 Q4	$297K	Buy	+5,640	New	+$277K	0.04%	507

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

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

Prelude Capital Management opened a new position in WEC Energy (WEC) in Q2 2026: 2,606 shares worth $304K. The stake represents 0.02% of the portfolio and ranks #773 among its holdings. This is a return to the name: Prelude Capital Management previously reported a position in WEC as recently as Q3 2022.

Prelude Capital Management first reported a position in WEC in Q4 2014 and has held it in 13 quarters since. The position peaked at $1.15M in Q3 2015. 1,410 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Prelude Capital Management held 2,606 shares of WEC Energy worth $304K as of Q2 2026.
WEC Energy was a new Prelude Capital Management position in Q2 2026.
WEC Energy made up 0.02% of Prelude Capital Management's portfolio in Q2 2026, its #773 holding.
Prelude Capital Management first reported a position in WEC Energy in Q4 2014 and has held it in 13 quarters since.
Prelude Capital Management's WEC Energy position peaked at $1.15M in Q3 2015.
1,410 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Prelude Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.