Tortoise Investment Management’s WEC Energy WEC Stock Holding History

Tortoise Investment 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
2025 Q4	–	Sell	-9	Closed	-$1.03K	–	1445
2025 Q3	$1.03K	Buy	9 +6	+200%	+$650	﹤0.01%	1035
2025 Q2	$313	Buy	+3	New	+$319	﹤0.01%	1154
2024 Q1	–	Sell	-110	Closed	-$9.26K	–	890
2023 Q4	$9.26K	Buy	110 +100	+1,000%	+$8.23K	﹤0.01%	588
2023 Q3	$806	Buy	+10	New	+$869	﹤0.01%	746
2018 Q2	–	Sell	-54	Closed	-$3K	–	578
2018 Q1	$3K	Hold	54	–	–	﹤0.01%	491
2017 Q4	$4K	Hold	54	–	–	﹤0.01%	484
2017 Q3	$3K	Hold	54	–	–	﹤0.01%	441
2017 Q2	$3K	Hold	54	–	–	﹤0.01%	443
2017 Q1	$3K	Sell	54 -22	-29%	-$1.3K	﹤0.01%	427
2016 Q4	$4K	Buy	+76	New	+$4.36K	﹤0.01%	416
2016 Q3	–	Sell	-34	Closed	-$2K	–	518
2016 Q2	$2K	Buy	+34	New	+$2.04K	﹤0.01%	448

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Tortoise Investment Management's WEC Position: Q4 2025 in Review

Tortoise Investment Management sold out of WEC Energy (WEC) in Q4 2025, closing a stake of 9 shares — an estimated $1.03K sold.

Tortoise Investment Management first reported a position in WEC in Q2 2016 and held it in 11 quarters. The position peaked at $9.26K in Q4 2023. 1,349 funds tracked by Wall St. Rank hold WEC as of Q4 2025.

Tortoise Investment Management reported no remaining WEC Energy position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 9 WEC Energy shares in Q4 2025, an estimated $1.03K.
Tortoise Investment Management first reported a position in WEC Energy in Q2 2016 and held it in 11 quarters.
Tortoise Investment Management's WEC Energy position peaked at $9.26K in Q4 2023.
1,349 funds tracked by Wall St. Rank held WEC Energy as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.