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Sagefield Capital’s WEC Energy WEC Stock Holding History

Sagefield 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 		$6.06M Sell
52,332
-21,010
-29% -$2.36M 0.44% 65
2025
Q4 		$7.73M Buy
73,342
+14,200
+24% +$1.57M 0.66% 49
2025
Q3 		$6.78M Buy
59,142
+4,364
+8% +$473K 0.76% 38
2025
Q2 		$5.71M Sell
54,778
-34,023
-38% -$3.62M 0.8% 34
2025
Q1 		$9.68M Buy
88,801
+3,826
+5% +$391K 1.17% 22
2024
Q4 		$7.99M Buy
84,975
+13,363
+19% +$1.3M 0.87% 35
2024
Q3 		$6.89M Buy
71,612
+4,465
+7% +$396K 0.75% 39
2024
Q2 		$5.27M Buy
67,147
+35,686
+113% +$2.9M 0.56% 40
2024
Q1 		$2.58M Sell
31,461
-43,721
-58% -$3.52M 0.32% 54
2023
Q4 		$6.33M Sell
75,182
-1,428
-2% -$118K 0.82% 29
2023
Q3 		$6.17M Buy
76,610
+8,080
+12% +$702K 0.87% 28
2023
Q2 		$6.05M Buy
68,530
+12,249
+22% +$1.13M 1.29% 19
2023
Q1 		$5.33M Buy
56,281
+16,844
+43% +$1.56M 1.23% 21
2022
Q4 		$3.7M Buy
39,437
+9,735
+33% +$900K 0.94% 28
2022
Q3 		$2.66M Buy
29,702
+15,629
+111% +$1.6M 0.84% 29
2022
Q2 		$1.42M Buy
14,073
+2,771
+25% +$281K 0.65% 30
2022
Q1 		$1.13M Buy
11,302
+3,350
+42% +$316K 0.49% 43
2021
Q4 		$771K Buy
+7,952
New +$727K 0.36% 57

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

Sagefield Capital's WEC Position: Q1 2026 in Review

Sagefield Capital reduced its WEC Energy (WEC) stake by 29% in Q1 2026, selling an estimated $2.36M and leaving 52,332 shares worth $6.06M. The position accounts for 0.44% of the portfolio, ranked #65.

Sagefield Capital first reported a position in WEC in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.68M in Q1 2025. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Sagefield Capital held 52,332 shares of WEC Energy worth $6.06M as of Q1 2026.
  • Sagefield Capital sold 21,010 WEC Energy shares in Q1 2026, an estimated $2.36M.
  • WEC Energy made up 0.44% of Sagefield Capital's portfolio in Q1 2026, its #65 holding.
  • Sagefield Capital first reported a position in WEC Energy in Q4 2021 and has held it in 18 quarters since.
  • Sagefield Capital's WEC Energy position peaked at $9.68M in Q1 2025.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Sagefield Capital's 13F filing for Q1 2026, filed 15 May 2026.