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Titleist Asset Management’s WEC Energy WEC Stock Holding History

Titleist Asset 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
Q1 		– Sell
-2,497
Closed -$263K – 422
2025
Q4 		$263K Buy
2,497
+5
+0.2% +$554 0.02% 330
2025
Q3 		$286K Sell
2,492
-84
-3% -$9.11K 0.02% 265
2025
Q2 		$268K Buy
+2,576
New +$274K 0.03% 273
2023
Q4 		– Sell
-8,419
Closed -$678K – 238
2023
Q3 		$678K Buy
8,419
+1,358
+19% +$118K 0.14% 124
2023
Q2 		$623K Buy
7,061
+1,771
+33% +$164K 0.12% 132
2023
Q1 		$501K Buy
+5,290
New +$490K 0.11% 134

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

Titleist Asset Management's WEC Position: Q1 2026 in Review

Titleist Asset Management sold out of WEC Energy (WEC) in Q1 2026, closing a stake of 2,497 shares — an estimated $263K sold.

Titleist Asset Management first reported a position in WEC in Q1 2023 and held it in 6 quarters. The position peaked at $678K in Q3 2023. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Titleist Asset Management reported no remaining WEC Energy position as of Q1 2026 after selling out during the quarter.
  • Titleist Asset Management sold 2,497 WEC Energy shares in Q1 2026, an estimated $263K.
  • Titleist Asset Management first reported a position in WEC Energy in Q1 2023 and held it in 6 quarters.
  • Titleist Asset Management's WEC Energy position peaked at $678K in Q3 2023.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Titleist Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.