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State of Michigan Retirement System’s WEC Energy WEC Stock Holding History

State of Michigan Retirement System’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 		$9.84M Sell
84,984
-200
-0.2% -$22.5K 0.05% 292
2025
Q4 		$8.98M Sell
85,184
-1,900
-2% -$210K 0.04% 305
2025
Q3 		$9.98M Buy
87,084
+300
+0.3% +$32.5K 0.05% 288
2025
Q2 		$9.04M Buy
86,784
+600
+0.7% +$63.8K 0.05% 301
2025
Q1 		$9.39M Buy
86,184
+300
+0.3% +$30.6K 0.05% 281
2024
Q4 		$8.08M Sell
85,884
-200
-0.2% -$19.4K 0.04% 326
2024
Q3 		$8.28M Sell
86,084
-400
-0.5% -$35.4K 0.04% 321
2024
Q2 		$6.79M Buy
86,484
+100
+0.1% +$8.12K 0.03% 344
2024
Q1 		$7.09M Hold
86,384
– – 0.04% 335
2023
Q4 		$7.27M Sell
86,384
-100
-0.1% -$8.23K 0.04% 321
2023
Q3 		$6.97M Sell
86,484
-300
-0.3% -$26.1K 0.05% 311
2023
Q2 		$7.66M Buy
86,784
+200
+0.2% +$18.5K 0.05% 313
2023
Q1 		$8.21M Buy
86,584
+900
+1% +$83.3K 0.05% 295
2022
Q4 		$8.03M Buy
85,684
+300
+0.4% +$27.7K 0.06% 295
2022
Q3 		$7.64M Buy
85,384
+200
+0.2% +$20.4K 0.06% 283
2022
Q2 		$8.57M Buy
85,184
+5,600
+7% +$568K 0.06% 265
2022
Q1 		$7.94M Buy
79,584
+174
+0.2% +$16.4K 0.05% 300
2021
Q4 		$7.71M Buy
79,410
+200
+0.3% +$18.3K 0.04% 316
2021
Q3 		$6.99M Sell
79,210
-100
-0.1% -$9.38K 0.04% 321
2021
Q2 		$7.05M Buy
79,310
+100
+0.1% +$9.42K 0.04% 331
2021
Q1 		$7.41M Sell
79,210
-100
-0.1% -$8.72K 0.05% 307
2020
Q4 		$7.3M Sell
79,310
-1,200
-1% -$117K 0.05% 288
2020
Q3 		$7.8M Sell
80,510
-100
-0.1% -$9.32K 0.06% 233
2020
Q2 		$7.07M Buy
80,610
+8,333
+12% +$752K 0.06% 229
2020
Q1 		$6.37M Sell
72,277
-4,000
-5% -$385K 0.07% 207
2019
Q4 		$7.04M Buy
76,277
+400
+0.5% +$36.5K 0.06% 252
2019
Q3 		$7.22M Buy
75,877
+400
+0.5% +$36K 0.07% 236
2019
Q2 		$6.29M Sell
75,477
-15,400
-17% -$1.23M 0.06% 250
2019
Q1 		$7.19M Buy
90,877
+500
+0.6% +$37.1K 0.06% 257
2018
Q4 		$6.26M Sell
90,377
-3,600
-4% -$253K 0.06% 262
2018
Q3 		$6.27M Buy
93,977
+600
+0.6% +$40K 0.05% 290
2018
Q2 		$6.04M Buy
93,377
+500
+0.5% +$31.1K 0.05% 286
2018
Q1 		$5.82M Buy
92,877
+400
+0.4% +$24.8K 0.05% 290
2017
Q4 		$6.14M Sell
92,477
-3,300
-3% -$221K 0.05% 280
2017
Q3 		$6.01M Sell
95,777
-7,900
-8% -$504K 0.05% 287
2017
Q2 		$6.36M Hold
103,677
– – 0.05% 287
2017
Q1 		$6.29M Buy
103,677
+500
+0.5% +$29.5K 0.05% 278
2016
Q4 		$6.05M Sell
103,177
-6,968
-6% -$400K 0.05% 291
2016
Q3 		$6.59M Buy
110,145
+500
+0.5% +$31.2K 0.05% 287
2016
Q2 		$7.16M Buy
109,645
+1,000
+0.9% +$60.1K 0.06% 268
2016
Q1 		$6.53M Buy
108,645
+700
+0.6% +$39.2K 0.05% 278
2015
Q4 		$5.54M Sell
107,945
-6,000
-5% -$306K 0.04% 308
2015
Q3 		$5.95M Sell
113,945
-128,094
-53% -$6.23M 0.05% 294
2015
Q2 		$10.9M Buy
242,039
+155,035
+178% +$7.44M 0.08% 209
2015
Q1 		$4.31M Sell
87,004
-5,900
-6% -$309K 0.03% 421
2014
Q4 		$4.9M Buy
92,904
+500
+0.5% +$24.5K 0.03% 390
2014
Q3 		$3.97M Hold
92,404
– – 0.03% 444
2014
Q2 		$4.34M Buy
92,404
+200
+0.2% +$9.29K 0.03% 429
2014
Q1 		$4.29M Buy
92,204
+100
+0.1% +$4.31K 0.03% 414
2013
Q4 		$3.81M Sell
92,104
-500
-0.5% -$20.7K 0.03% 433
2013
Q3 		$3.74M Sell
92,604
-300
-0.3% -$12.5K 0.03% 418
2013
Q2 		$3.81M Buy
+92,904
New +$3.94M 0.04% 393

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

State of Michigan Retirement System's WEC Position: Q1 2026 in Review

State of Michigan Retirement System reduced its WEC Energy (WEC) stake by 0.23% in Q1 2026, selling an estimated $22.5K and leaving 84,984 shares worth $9.84M. The position accounts for 0.05% of the portfolio, ranked #292.

State of Michigan Retirement System first reported a position in WEC in Q2 2013 and has held it in 52 quarters since. The position peaked at $10.9M in Q2 2015. 1,372 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • State of Michigan Retirement System held 84,984 shares of WEC Energy worth $9.84M as of Q1 2026.
  • State of Michigan Retirement System sold 200 WEC Energy shares in Q1 2026, an estimated $22.5K.
  • WEC Energy made up 0.05% of State of Michigan Retirement System's portfolio in Q1 2026, its #292 holding.
  • State of Michigan Retirement System first reported a position in WEC Energy in Q2 2013 and has held it in 52 quarters since.
  • State of Michigan Retirement System's WEC Energy position peaked at $10.9M in Q2 2015.
  • 1,372 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on State of Michigan Retirement System's 13F filing for Q1 2026, filed 4 May 2026.