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Sapient Capital’s WEC Energy WEC Stock Holding History

Sapient 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
Q3 		– Sell
-3,679
Closed -$430K – 416
2026
Q2 		$430K Buy
3,679
+1,394
+61% +$159K 0.01% 285
2026
Q1 		$265K Buy
+2,285
New +$257K ﹤0.01% 381

Other funds holding WEC

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

Sapient Capital's WEC Position: Q3 2026 in Review

Sapient Capital sold out of WEC Energy (WEC) in Q3 2026, closing a stake of 3,679 shares — an estimated $430K sold.

Sapient Capital first reported a position in WEC in Q1 2026 and held it in 2 quarters. The position peaked at $430K in Q2 2026. 62 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • Sapient Capital reported no remaining WEC Energy position as of Q3 2026 after selling out during the quarter.
  • Sapient Capital sold 3,679 WEC Energy shares in Q3 2026, an estimated $430K.
  • Sapient Capital first reported a position in WEC Energy in Q1 2026 and held it in 2 quarters.
  • Sapient Capital's WEC Energy position peaked at $430K in Q2 2026.
  • 62 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.