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Sterling Capital Management’s WEC Energy WEC Stock Holding History

Sterling 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 		$5.02M Sell
42,963
-1,083
-2% -$124K 0.09% 204
2026
Q1 		$5.1M Buy
44,046
+22,697
+106% +$2.55M 0.1% 180
2025
Q4 		$2.25M Buy
21,349
+824
+4% +$91.2K 0.04% 356
2025
Q3 		$2.35M Sell
20,525
-1,617
-7% -$175K 0.03% 335
2025
Q2 		$2.31M Buy
22,142
+3,974
+22% +$423K 0.03% 345
2025
Q1 		$1.98M Sell
18,168
-1,251
-6% -$128K 0.03% 365
2024
Q4 		$1.83M Buy
19,419
+6,818
+54% +$661K 0.03% 446
2024
Q3 		$1.21M Buy
+12,601
New +$1.12M 0.02% 530

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

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

Sterling Capital Management reduced its WEC Energy (WEC) stake by 2.5% in Q2 2026, selling an estimated $124K and leaving 42,963 shares worth $5.02M. The position accounts for 0.09% of the portfolio, ranked #204.

Sterling Capital Management first reported a position in WEC in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.1M in Q1 2026. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Sterling Capital Management held 42,963 shares of WEC Energy worth $5.02M as of Q2 2026.
  • Sterling Capital Management sold 1,083 WEC Energy shares in Q2 2026, an estimated $124K.
  • WEC Energy made up 0.09% of Sterling Capital Management's portfolio in Q2 2026, its #204 holding.
  • Sterling Capital Management first reported a position in WEC Energy in Q3 2024 and has held it in 8 quarters since.
  • Sterling Capital Management's WEC Energy position peaked at $5.1M in Q1 2026.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.