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TD Capital Management’s WEC Energy WEC Stock Holding History

TD 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 		$6.31K Hold
54
– – ﹤0.01% 506
2026
Q1 		$6.25K Hold
54
– – ﹤0.01% 530
2025
Q4 		$5.74K Buy
+54
New +$5.98K ﹤0.01% 514
2013
Q4 		– Sell
-2,781
Closed -$112K – 198
2013
Q3 		$112K Hold
2,781
– – 0.03% 81
2013
Q2 		$114K Buy
+2,781
New +$118K 0.03% 70

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

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

TD Capital Management held its WEC Energy (WEC) position steady in Q2 2026 at 54 shares worth $6.31K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

TD Capital Management first reported a position in WEC in Q2 2013 and has held it in 5 quarters since. The position peaked at $114K in Q2 2013. 1,410 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • TD Capital Management held 54 shares of WEC Energy worth $6.31K as of Q2 2026.
  • TD Capital Management left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up ﹤0.01% of TD Capital Management's portfolio in Q2 2026, its #506 holding.
  • TD Capital Management first reported a position in WEC Energy in Q2 2013 and has held it in 5 quarters since.
  • TD Capital Management's WEC Energy position peaked at $114K in Q2 2013.
  • 1,410 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on TD Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.