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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
Q2 		– Sell
-52,332
Closed -$6.06M – 139
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Sagefield Capital's WEC Position: Q2 2026 in Review

Sagefield Capital sold out of WEC Energy (WEC) in Q2 2026, closing a stake of 52,332 shares — an estimated $6.06M sold.

Sagefield Capital first reported a position in WEC in Q4 2021 and held it in 18 quarters. The position peaked at $9.68M in Q1 2025. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Sagefield Capital reported no remaining WEC Energy position as of Q2 2026 after selling out during the quarter.
  • Sagefield Capital sold 52,332 WEC Energy shares in Q2 2026, an estimated $6.06M.
  • Sagefield Capital first reported a position in WEC Energy in Q4 2021 and held it in 18 quarters.
  • Sagefield Capital's WEC Energy position peaked at $9.68M in Q1 2025.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

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