Utah Retirement Systems’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 | $5.78M | Sell |
49,490
-3,608
| -7% | -$412K | 0.06% | 294 |
|
|
2026
Q1 | $6.15M | Hold |
53,098
| – | – | 0.06% | 282 |
|
|
2025
Q4 | $5.6M | Buy |
53,098
+357
| +0.7% | +$39.5K | 0.05% | 309 |
|
|
2025
Q3 | $6.04M | Buy |
52,741
+526
| +1% | +$57K | 0.06% | 289 |
|
|
2025
Q2 | $5.44M | Sell |
52,215
-69
| -0.1% | -$7.34K | 0.06% | 308 |
|
|
2025
Q1 | $5.7M | Hold |
52,284
| – | – | 0.07% | 274 |
|
|
2024
Q4 | $4.92M | Hold |
52,284
| – | – | 0.05% | 323 |
|
|
2024
Q3 | $5.03M | Buy |
52,284
+200
| +0.4% | +$17.7K | 0.06% | 315 |
|
|
2024
Q2 | $4.09M | Sell |
52,084
-2,500
| -5% | -$203K | 0.05% | 346 |
|
|
2024
Q1 | $4.48M | Hold |
54,584
| – | – | 0.05% | 338 |
|
|
2023
Q4 | $4.59M | Buy |
54,584
+300
| +0.6% | +$24.7K | 0.06% | 319 |
|
|
2023
Q3 | $4.37M | Buy |
54,284
+100
| +0.2% | +$8.69K | 0.06% | 305 |
|
|
2023
Q2 | $4.78M | Sell |
54,184
-2,000
| -4% | -$185K | 0.07% | 299 |
|
|
2023
Q1 | $5.33M | Buy |
56,184
+100
| +0.2% | +$9.26K | 0.08% | 272 |
|
|
2022
Q4 | $5.26M | Sell |
56,084
-400
| -0.7% | -$37K | 0.08% | 254 |
|
|
2022
Q3 | $5.05M | Buy |
56,484
+300
| +0.5% | +$30.6K | 0.08% | 248 |
|
|
2022
Q2 | $5.65M | Sell |
56,184
-100
| -0.2% | -$10.1K | 0.09% | 218 |
|
|
2022
Q1 | $5.62M | Sell |
56,284
-900
| -2% | -$85K | 0.07% | 262 |
|
|
2021
Q4 | $5.55M | Buy |
57,184
+100
| +0.2% | +$9.14K | 0.07% | 290 |
|
|
2021
Q3 | $5.04M | Sell |
57,084
-3,000
| -5% | -$281K | 0.07% | 297 |
|
|
2021
Q2 | $5.34M | Sell |
60,084
-500
| -0.8% | -$47.1K | 0.07% | 288 |
|
|
2021
Q1 | $5.67M | Sell |
60,584
-2,700
| -4% | -$235K | 0.08% | 258 |
|
|
2020
Q4 | $5.82M | Buy |
63,284
+2,700
| +4% | +$263K | 0.08% | 248 |
|
|
2020
Q3 | $5.87M | Buy |
60,584
+400
| +0.7% | +$37.3K | 0.1% | 193 |
|
|
2020
Q2 | $5.28M | Buy |
60,184
+100
| +0.2% | +$9.02K | 0.1% | 197 |
|
|
2020
Q1 | $5.29M | Hold |
60,084
| – | – | 0.11% | 165 |
|
|
2019
Q4 | $5.54M | Buy |
60,084
+100
| +0.2% | +$9.12K | 0.1% | 204 |
|
|
2019
Q3 | $5.7M | Buy |
59,984
+300
| +0.5% | +$27K | 0.11% | 195 |
|
|
2019
Q2 | $4.97M | Buy |
59,684
+151
| +0.3% | +$12.1K | 0.1% | 214 |
|
|
2019
Q1 | $4.71M | Buy |
59,533
+745
| +1% | +$55.3K | 0.09% | 214 |
|
|
2018
Q4 | $4.07M | Buy |
58,788
+200
| +0.3% | +$14K | 0.09% | 217 |
|
|
2018
Q3 | $3.91M | Buy |
58,588
+200
| +0.3% | +$13.3K | 0.08% | 259 |
|
|
2018
Q2 | $3.77M | Sell |
58,388
-500
| -0.8% | -$31.1K | 0.08% | 255 |
|
|
2018
Q1 | $3.69M | Buy |
58,888
+100
| +0.2% | +$6.21K | 0.08% | 264 |
|
|
2017
Q4 | $3.9M | Buy |
58,788
+800
| +1% | +$53.7K | 0.08% | 254 |
|
|
2017
Q3 | $3.64M | Buy |
57,988
+100
| +0.2% | +$6.38K | 0.08% | 256 |
|
|
2017
Q2 | $3.55M | Buy |
57,888
+100
| +0.2% | +$6.18K | 0.08% | 255 |
|
|
2017
Q1 | $3.5M | Hold |
57,788
| – | – | 0.08% | 249 |
|
|
2016
Q4 | $3.39M | Hold |
57,788
| – | – | 0.09% | 249 |
|
|
2016
Q3 | $3.46M | Hold |
57,788
| – | – | 0.09% | 247 |
|
|
2016
Q2 | $3.77M | Buy |
57,788
+1,200
| +2% | +$72.2K | 0.1% | 225 |
|
|
2016
Q1 | $3.4M | Buy |
56,588
+100
| +0.2% | +$5.6K | 0.09% | 237 |
|
|
2015
Q4 | $2.9M | Hold |
56,488
| – | – | 0.08% | 265 |
|
|
2015
Q3 | $2.95M | Buy |
56,488
+299
| +0.5% | +$14.5K | 0.08% | 250 |
|
|
2015
Q2 | $2.53M | Buy |
56,189
+15,946
| +40% | +$766K | 0.07% | 306 |
|
|
2015
Q1 | $1.99M | Buy |
40,243
+1,200
| +3% | +$62.8K | 0.05% | 381 |
|
|
2014
Q4 | $2.06M | Hold |
39,043
| – | – | 0.06% | 347 |
|
|
2014
Q3 | $1.68M | Hold |
39,043
| – | – | 0.05% | 403 |
|
|
2014
Q2 | $1.83M | Sell |
39,043
-2,000
| -5% | -$92.9K | 0.05% | 379 |
|
|
2014
Q1 | $1.91M | Buy |
41,043
+300
| +0.7% | +$12.9K | 0.06% | 361 |
|
|
2013
Q4 | $1.68M | Hold |
40,743
| – | – | 0.05% | 389 |
|
|
2013
Q3 | $1.65M | Sell |
40,743
-400
| -1% | -$16.7K | 0.05% | 377 |
|
|
2013
Q2 | $1.69M | Buy |
+41,143
| New | +$1.74M | 0.06% | 356 |
|
Other funds holding WEC
Utah Retirement Systems's WEC Position: Q2 2026 in Review
Utah Retirement Systems reduced its WEC Energy (WEC) stake by 6.8% in Q2 2026, selling an estimated $412K and leaving 49,490 shares worth $5.78M. The position accounts for 0.06% of the portfolio, ranked #294.
Utah Retirement Systems first reported a position in WEC in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.15M in Q1 2026. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.
- Utah Retirement Systems held 49,490 shares of WEC Energy worth $5.78M as of Q2 2026.
- Utah Retirement Systems sold 3,608 WEC Energy shares in Q2 2026, an estimated $412K.
- WEC Energy made up 0.06% of Utah Retirement Systems's portfolio in Q2 2026, its #294 holding.
- Utah Retirement Systems first reported a position in WEC Energy in Q2 2013 and has held it in 53 quarters since.
- Utah Retirement Systems's WEC Energy position peaked at $6.15M in Q1 2026.
- 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.
Based on Utah Retirement Systems's 13F filing for Q2 2026, filed 14 Aug 2026.