Shelton Capital Management’s WEC Energy WEC Stock Holding History

Shelton 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	$212K	Buy	1,819 +49	+3%	+$5.59K	﹤0.01%	688
2026 Q1	$205K	Buy	+1,770	New	+$199K	﹤0.01%	674
2025 Q4	–	Sell	-1,770	Closed	-$203K	–	771
2025 Q3	$203K	Buy	+1,770	New	+$192K	﹤0.01%	690
2022 Q3	–	Sell	-2,060	Closed	-$207K	–	728
2022 Q2	$207K	Hold	2,060	–	–	0.01%	659
2022 Q1	$206K	Hold	2,060	–	–	0.01%	764
2021 Q4	$200K	Buy	+2,060	New	+$188K	0.01%	807
2020 Q4	–	Sell	-2,169	Closed	-$210K	–	824
2020 Q3	$210K	Buy	+2,169	New	+$202K	0.01%	673
2020 Q2	–	Sell	-2,388	Closed	-$210K	–	714
2020 Q1	$210K	Hold	2,388	–	–	0.02%	528
2019 Q4	$220K	Hold	2,388	–	–	0.01%	713
2019 Q3	$227K	Buy	+2,388	New	+$215K	0.01%	685
2017 Q2	–	Sell	-5,304	Closed	-$322K	–	898
2017 Q1	$322K	Sell	5,304 -700	-12%	-$41.3K	0.02%	542
2016 Q4	$352K	Sell	6,004 -6,400	-52%	-$367K	0.03%	542
2016 Q3	$743K	Buy	12,404 +3,715	+43%	+$232K	0.06%	264
2016 Q2	$567K	Buy	8,689 +1,801	+26%	+$108K	0.05%	340
2016 Q1	$414K	Buy	+6,888	New	+$386K	0.04%	427

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

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

Shelton Capital Management increased its WEC Energy (WEC) stake by 2.8% in Q2 2026, buying an estimated $5.59K and bringing the position to 1,819 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #688.

Shelton Capital Management first reported a position in WEC in Q1 2016 and has held it in 15 quarters since. The position peaked at $743K in Q3 2016. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Shelton Capital Management held 1,819 shares of WEC Energy worth $212K as of Q2 2026.
Shelton Capital Management bought 49 WEC Energy shares in Q2 2026, an estimated $5.59K.
WEC Energy made up ﹤0.01% of Shelton Capital Management's portfolio in Q2 2026, its #688 holding.
Shelton Capital Management first reported a position in WEC Energy in Q1 2016 and has held it in 15 quarters since.
Shelton Capital Management's WEC Energy position peaked at $743K in Q3 2016.
1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

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