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Waratah Capital Advisors’s WEC Energy WEC Stock Holding History

Waratah Capital Advisors’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
Q3 		– Sell
-7,364
Closed -$767K – 267
2025
Q2 		$767K Sell
7,364
-104,647
-93% -$11.1M 0.05% 148
2025
Q1 		$12.2M Buy
+112,011
New +$11.4M 0.83% 68
2023
Q2 		– Sell
-6,156
Closed -$584K – 203
2023
Q1 		$584K Hold
6,156
– – 0.03% 152
2022
Q4 		$577K Sell
6,156
-5,171
-46% -$478K 0.04% 168
2022
Q3 		$1.01M Buy
11,327
+166
+1% +$17K 0.07% 149
2022
Q2 		$1.12M Buy
+11,161
New +$1.13M 0.06% 136
2021
Q4 		– Sell
-4,932
Closed -$435K – 312
2021
Q3 		$435K Buy
+4,932
New +$463K 0.02% 212

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return