TD Capital Management
WEC icon

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
Q3 		$5.44K Hold
54
– – ﹤0.01% 518
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 $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

TD Capital Management's WEC Position: Q3 2026 in Review

TD Capital Management held its WEC Energy (WEC) position steady in Q3 2026 at 54 shares worth $5.44K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

TD Capital Management first reported a position in WEC in Q2 2013 and has held it in 6 quarters since. The position peaked at $114K in Q2 2013. 1,162 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • TD Capital Management held 54 shares of WEC Energy worth $5.44K as of Q3 2026.
  • TD Capital Management left its WEC Energy share count unchanged in Q3 2026.
  • WEC Energy made up ﹤0.01% of TD Capital Management's portfolio in Q3 2026, its #518 holding.
  • TD Capital Management first reported a position in WEC Energy in Q2 2013 and has held it in 6 quarters since.
  • TD Capital Management's WEC Energy position peaked at $114K in Q2 2013.
  • 1,162 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on TD Capital Management's 13F filing for Q3 2026, filed 10 Nov 2026.