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Vaughan Nelson Investment Management’s WEC Energy WEC Stock Holding History

Vaughan Nelson 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
2026
Q2 		$79.7M Buy
682,599
+3,645
+0.5% +$416K 0.7% 53
2026
Q1 		$78.6M Buy
678,954
+149,635
+28% +$16.8M 0.79% 45
2025
Q4 		$55.8M Buy
529,319
+109,745
+26% +$12.2M 0.55% 67
2025
Q3 		$48.1M Buy
419,574
+49,905
+13% +$5.41M 0.44% 81
2025
Q2 		$38.5M Sell
369,669
-20,561
-5% -$2.19M 0.36% 93
2025
Q1 		$42.5M Buy
+390,230
New +$39.9M 0.43% 79
2024
Q1 		– Sell
-14
Closed -$1K – 263
2023
Q4 		$1K Sell
14
-286,096
-100% -$23.6M ﹤0.01% 246
2023
Q3 		$23M Sell
286,110
-160,777
-36% -$14M 0.26% 105
2023
Q2 		$39.4M Buy
+446,887
New +$41.3M 0.44% 68
2020
Q2 		– Sell
-273,590
Closed -$24.1M – 203
2020
Q1 		$24.1M Sell
273,590
-95,575
-26% -$9.19M 0.41% 85
2019
Q4 		$34M Sell
369,165
-11,790
-3% -$1.07M 0.43% 88
2019
Q3 		$36.2M Sell
380,955
-88,040
-19% -$7.93M 0.48% 80
2019
Q2 		$39.1M Sell
468,995
-63,350
-12% -$5.08M 0.52% 67
2019
Q1 		$42.1M Sell
532,345
-128,025
-19% -$9.5M 0.56% 66
2018
Q4 		$45.7M Sell
660,370
-49,300
-7% -$3.46M 0.65% 55
2018
Q3 		$47.4M Sell
709,670
-24,205
-3% -$1.61M 0.55% 72
2018
Q2 		$47.4M Buy
+733,875
New +$45.6M 0.57% 74

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vaughan Nelson Investment Management's WEC Position: Q2 2026 in Review

Vaughan Nelson Investment Management increased its WEC Energy (WEC) stake by 0.54% in Q2 2026, buying an estimated $416K and bringing the position to 682,599 shares worth $79.7M. The position accounts for 0.7% of the portfolio, ranked #53.

Vaughan Nelson Investment Management first reported a position in WEC in Q2 2018 and has held it in 17 quarters since. 1,412 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Vaughan Nelson Investment Management held 682,599 shares of WEC Energy worth $79.7M as of Q2 2026.
  • Vaughan Nelson Investment Management bought 3,645 WEC Energy shares in Q2 2026, an estimated $416K.
  • WEC Energy made up 0.7% of Vaughan Nelson Investment Management's portfolio in Q2 2026, its #53 holding.
  • Vaughan Nelson Investment Management first reported a position in WEC Energy in Q2 2018 and has held it in 17 quarters since.
  • 1,412 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Vaughan Nelson Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.