Twin Capital Management’s WEC Energy WEC Stock Holding History

Twin 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 Q1	$1.43M	Sell	12,387 -212	-2%	-$23.8K	0.18%	124
2025 Q4	$1.33M	Sell	12,599 -253	-2%	-$28K	0.16%	130
2025 Q3	$1.47M	Sell	12,852 -1,988	-13%	-$215K	0.19%	125
2025 Q2	$1.55M	Sell	14,840 -298	-2%	-$31.7K	0.16%	143
2025 Q1	$1.65M	Sell	15,138 -313	-2%	-$32K	0.19%	131
2024 Q4	$1.45M	Sell	15,451 -288	-2%	-$27.9K	0.16%	137
2024 Q3	$1.51M	Sell	15,739 -2,453	-13%	-$217K	0.17%	148
2024 Q2	$1.43M	Buy	18,192 +1,816	+11%	+$148K	0.17%	146
2024 Q1	$1.34M	Buy	16,376 +81	+0.5%	+$6.51K	0.17%	157
2023 Q4	$1.37M	Sell	16,295 -212	-1%	-$17.5K	0.18%	149
2023 Q3	$1.33M	Sell	16,507 -1,412	-8%	-$123K	0.19%	146
2023 Q2	$1.58M	Sell	17,919 -249	-1%	-$23K	0.21%	135
2023 Q1	$1.72M	Sell	18,168 -1,269	-7%	-$117K	0.24%	131
2022 Q4	$1.82M	Sell	19,437 -24	-0.1%	-$2.22K	0.24%	129
2022 Q3	$1.74M	Buy	19,461 +164	+0.8%	+$16.8K	0.24%	128
2022 Q2	$1.94M	Sell	19,297 -90	-0.5%	-$9.13K	0.25%	121
2022 Q1	$1.94M	Sell	19,387 -1,900	-9%	-$179K	0.21%	140
2021 Q4	$2.07M	Sell	21,287 -310	-1%	-$28.3K	0.21%	139
2021 Q3	$1.91M	Sell	21,597 -1,130	-5%	-$106K	0.2%	141
2021 Q2	$2.02M	Sell	22,727 -1,240	-5%	-$117K	0.19%	148
2021 Q1	$2.24M	Sell	23,967 -10,630	-31%	-$927K	0.22%	135
2020 Q4	$3.18M	Sell	34,597 -970	-3%	-$94.4K	0.29%	105
2020 Q3	$3.45M	Sell	35,567 -1,413	-4%	-$132K	0.31%	101
2020 Q2	$3.24M	Sell	36,980 -930	-2%	-$83.9K	0.31%	100
2020 Q1	$3.34M	Buy	37,910 +100	+0.3%	+$9.62K	0.36%	84
2019 Q4	$3.49M	Sell	37,810 -530	-1%	-$48.3K	0.29%	111
2019 Q3	$3.65M	Buy	38,340 +3,860	+11%	+$348K	0.26%	126
2019 Q2	$2.88M	Sell	34,480 -36,690	-52%	-$2.94M	0.2%	151
2019 Q1	$5.63M	Buy	71,170 +1,170	+2%	+$86.8K	0.28%	113
2018 Q4	$4.85M	Sell	70,000 -300	-0.4%	-$21.1K	0.27%	114
2018 Q3	$4.69M	Sell	70,300 -1,060	-1%	-$70.7K	0.22%	135
2018 Q2	$4.61M	Sell	71,360 -2,061	-3%	-$128K	0.23%	133
2018 Q1	$4.6M	Sell	73,421 -1,907	-3%	-$118K	0.24%	127
2017 Q4	$5M	Buy	75,328 +486	+0.6%	+$32.6K	0.25%	118
2017 Q3	$4.7M	Buy	74,842 +12,877	+21%	+$822K	0.25%	121
2017 Q2	$3.8M	Buy	61,965 +11,015	+22%	+$680K	0.22%	139
2017 Q1	$3.09M	Buy	50,950 +370	+0.7%	+$21.8K	0.19%	165
2016 Q4	$2.97M	Buy	50,580 +20	+0%	+$1.15K	0.19%	159
2016 Q3	$3.03M	Sell	50,560 -6,640	-12%	-$415K	0.2%	153
2016 Q2	$3.73M	Sell	57,200 -290	-0.5%	-$17.4K	0.28%	115
2016 Q1	$3.45M	Buy	57,490 +3,000	+6%	+$168K	0.27%	114
2015 Q4	$2.8M	Sell	54,490 -220	-0.4%	-$11.2K	0.23%	131
2015 Q3	$2.86M	Buy	54,710 +19,870	+57%	+$967K	0.27%	118
2015 Q2	$1.57M	Buy	34,840 +550	+2%	+$26.4K	0.14%	173
2015 Q1	$1.7M	Sell	34,290 -40	-0.1%	-$2.09K	0.15%	174
2014 Q4	$1.81M	Buy	34,330 +380	+1%	+$18.6K	0.17%	163
2014 Q3	$1.46M	Sell	33,950 -2,250	-6%	-$99.9K	0.15%	170
2014 Q2	$1.7M	Buy	36,200 +1,280	+4%	+$59.5K	0.17%	173
2014 Q1	$1.63M	Buy	34,920 +2,260	+7%	+$97.4K	0.17%	174
2013 Q4	$1.35M	Sell	32,660 -50	-0.2%	-$2.08K	0.14%	184
2013 Q3	$1.32M	Buy	32,710 +500	+2%	+$20.8K	0.14%	202
2013 Q2	$1.32M	Buy	+32,210	New	+$1.37M	0.14%	188

Other funds holding WEC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Twin Capital Management's WEC Position: Q1 2026 in Review

Twin Capital Management reduced its WEC Energy (WEC) stake by 1.7% in Q1 2026, selling an estimated $23.8K and leaving 12,387 shares worth $1.43M. The position accounts for 0.18% of the portfolio, ranked #124.

Twin Capital Management first reported a position in WEC in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.63M in Q1 2019. 1,373 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Twin Capital Management held 12,387 shares of WEC Energy worth $1.43M as of Q1 2026.
Twin Capital Management sold 212 WEC Energy shares in Q1 2026, an estimated $23.8K.
WEC Energy made up 0.18% of Twin Capital Management's portfolio in Q1 2026, its #124 holding.
Twin Capital Management first reported a position in WEC Energy in Q2 2013 and has held it in 52 quarters since.
Twin Capital Management's WEC Energy position peaked at $5.63M in Q1 2019.
1,373 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Twin Capital Management's 13F filing for Q1 2026, filed 5 May 2026.