Tortoise Capital Advisors’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.25M | Sell |
36,408
-115,990
| -76% | -$13.2M | 0.04% | 82 |
|
|
2026
Q1 | $17.6M | Sell |
152,398
-2,160
| -1% | -$243K | 0.18% | 39 |
|
|
2025
Q4 | $16.3M | Sell |
154,558
-17,616
| -10% | -$1.95M | 0.21% | 36 |
|
|
2025
Q3 | $19.7M | Sell |
172,174
-392
| -0.2% | -$42.5K | 0.25% | 37 |
|
|
2025
Q2 | $18M | Buy |
172,566
+152,665
| +767% | +$16.2M | 0.23% | 35 |
|
|
2025
Q1 | $2.17M | Buy |
+19,901
| New | +$2.03M | 0.03% | 46 |
|
|
2020
Q1 | – | Sell |
-754
| Closed | -$70K | – | 145 |
|
|
2019
Q4 | $70K | Hold |
754
| – | – | ﹤0.01% | 105 |
|
|
2019
Q3 | $72K | Sell |
754
-2,830
| -79% | -$255K | ﹤0.01% | 101 |
|
|
2019
Q2 | $299K | Hold |
3,584
| – | – | ﹤0.01% | 86 |
|
|
2019
Q1 | $283K | Hold |
3,584
| – | – | ﹤0.01% | 80 |
|
|
2018
Q4 | $248K | Hold |
3,584
| – | – | ﹤0.01% | 79 |
|
|
2018
Q3 | $239K | Hold |
3,584
| – | – | ﹤0.01% | 85 |
|
|
2018
Q2 | $232K | Buy |
3,584
+244
| +7% | +$15.2K | ﹤0.01% | 89 |
|
|
2018
Q1 | $209K | Buy |
3,340
+5
| +0.1% | +$310 | ﹤0.01% | 85 |
|
|
2017
Q4 | $222K | Sell |
3,335
-33
| -1% | -$2.21K | ﹤0.01% | 91 |
|
|
2017
Q3 | $211K | Sell |
3,368
-34
| -1% | -$2.17K | ﹤0.01% | 89 |
|
|
2017
Q2 | $209K | Buy |
3,402
+2,688
| +376% | +$166K | ﹤0.01% | 93 |
|
|
2017
Q1 | $43K | Buy |
714
+376
| +111% | +$22.2K | ﹤0.01% | 94 |
|
|
2016
Q4 | $20K | Buy |
338
+160
| +90% | +$9.18K | ﹤0.01% | 103 |
|
|
2016
Q3 | $11K | Buy |
178
+141
| +381% | +$8.8K | ﹤0.01% | 103 |
|
|
2016
Q2 | $2K | Hold |
37
| – | – | ﹤0.01% | 129 |
|
|
2016
Q1 | $2K | Sell |
37
-10
| -21% | -$560 | ﹤0.01% | 127 |
|
|
2015
Q4 | $2K | Hold |
47
| – | – | ﹤0.01% | 124 |
|
|
2015
Q3 | $2K | Hold |
47
| – | – | ﹤0.01% | 128 |
|
|
2015
Q2 | $2K | Hold |
47
| – | – | ﹤0.01% | 127 |
|
|
2015
Q1 | $2K | Sell |
47
-45
| -49% | -$2.35K | ﹤0.01% | 119 |
|
|
2014
Q4 | $5K | Sell |
92
-2
| -2% | -$98 | ﹤0.01% | 101 |
|
|
2014
Q3 | $4K | Hold |
94
| – | – | ﹤0.01% | 107 |
|
|
2014
Q2 | $4K | Buy |
94
+64
| +213% | +$2.97K | ﹤0.01% | 105 |
|
|
2014
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 109 |
|
|
2013
Q4 | $1K | Sell |
30
-247,000
| -100% | -$10.2M | ﹤0.01% | 105 |
|
|
2013
Q3 | $9.97M | Buy |
247,030
+29,817
| +14% | +$1.24M | 0.08% | 71 |
|
|
2013
Q2 | $8.9M | Buy |
+217,213
| New | +$9.21M | 0.07% | 69 |
|
Other funds holding WEC
Tortoise Capital Advisors's WEC Position: Q2 2026 in Review
Tortoise Capital Advisors reduced its WEC Energy (WEC) stake by 76% in Q2 2026, selling an estimated $13.2M and leaving 36,408 shares worth $4.25M. The position accounts for 0.04% of the portfolio, ranked #82.
Tortoise Capital Advisors first reported a position in WEC in Q2 2013 and has held it in 33 quarters since. The position peaked at $19.7M in Q3 2025. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.
- Tortoise Capital Advisors held 36,408 shares of WEC Energy worth $4.25M as of Q2 2026.
- Tortoise Capital Advisors sold 115,990 WEC Energy shares in Q2 2026, an estimated $13.2M.
- WEC Energy made up 0.04% of Tortoise Capital Advisors's portfolio in Q2 2026, its #82 holding.
- Tortoise Capital Advisors first reported a position in WEC Energy in Q2 2013 and has held it in 33 quarters since.
- Tortoise Capital Advisors's WEC Energy position peaked at $19.7M in Q3 2025.
- 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.
Based on Tortoise Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.