V-Square Quantitative Management’s WEC Energy WEC Stock Holding History

V-Square Quantitative 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 Q2	$654K	Buy	5,597 +367	+7%	+$41.9K	0.06%	271
2026 Q1	$605K	Buy	5,230 +1,203	+30%	+$135K	0.06%	271
2025 Q4	$425K	Buy	+4,027	New	+$446K	0.04%	330
2025 Q3	–	Sell	-4,385	Closed	-$457K	–	591
2025 Q2	$457K	Buy	4,385 +466	+12%	+$49.6K	0.06%	314
2025 Q1	$427K	Buy	3,919 +6	+0.2%	+$613	0.06%	330
2024 Q4	$368K	Sell	3,913 -335	-8%	-$32.5K	0.05%	372
2024 Q3	$409K	Sell	4,248 -398	-9%	-$35.3K	0.06%	351
2024 Q2	$365K	Buy	4,646 +349	+8%	+$28.4K	0.06%	318
2024 Q1	$353K	Buy	4,297 +1,274	+42%	+$102K	0.05%	344
2023 Q4	$254K	Buy	3,023 +210	+7%	+$17.3K	0.05%	340
2023 Q3	$227K	Buy	2,813 +2,096	+292%	+$182K	0.1%	269
2023 Q2	$63.3K	Buy	+717	New	+$66.2K	0.05%	278

Other funds holding WEC

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

CNAM

Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

V-Square Quantitative Management's WEC Position: Q2 2026 in Review

V-Square Quantitative Management increased its WEC Energy (WEC) stake by 7% in Q2 2026, buying an estimated $41.9K and bringing the position to 5,597 shares worth $654K. The position accounts for 0.06% of the portfolio, ranked #271.

V-Square Quantitative Management first reported a position in WEC in Q2 2023 and has held it in 12 quarters since. 547 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

V-Square Quantitative Management held 5,597 shares of WEC Energy worth $654K as of Q2 2026.
V-Square Quantitative Management bought 367 WEC Energy shares in Q2 2026, an estimated $41.9K.
WEC Energy made up 0.06% of V-Square Quantitative Management's portfolio in Q2 2026, its #271 holding.
V-Square Quantitative Management first reported a position in WEC Energy in Q2 2023 and has held it in 12 quarters since.
547 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on V-Square Quantitative Management's 13F filing for Q2 2026, filed 27 Jul 2026.