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Weaver Capital Management’s WEC Energy WEC Stock Holding History

Weaver 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 		$249K Sell
2,150
-315
-13% -$35.4K 0.05% 141
2025
Q4 		$260K Sell
2,465
-17
-0.7% -$1.88K 0.05% 152
2025
Q3 		$284K Sell
2,482
-269
-10% -$29.2K 0.06% 147
2025
Q2 		$287K Sell
2,751
-29
-1% -$3.09K 0.07% 151
2025
Q1 		$303K Sell
2,780
-44
-2% -$4.49K 0.08% 146
2024
Q4 		$266K Sell
2,824
-785
-22% -$76.1K 0.07% 151
2024
Q3 		$347K Sell
3,609
-2,816
-44% -$250K 0.1% 135
2024
Q2 		$504K Sell
6,425
-1,523
-19% -$124K 0.16% 112
2024
Q1 		$653K Buy
7,948
+2,795
+54% +$225K 0.22% 93
2023
Q4 		$434K Buy
+5,153
New +$424K 0.17% 109

Other funds holding WEC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Weaver Capital Management reduced its WEC Energy (WEC) stake by 13% in Q1 2026, selling an estimated $35.4K and leaving 2,150 shares worth $249K. The position accounts for 0.05% of the portfolio, ranked #141.

Weaver Capital Management first reported a position in WEC in Q4 2023 and has held it in 10 quarters since. The position peaked at $653K in Q1 2024. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Weaver Capital Management held 2,150 shares of WEC Energy worth $249K as of Q1 2026.
  • Weaver Capital Management sold 315 WEC Energy shares in Q1 2026, an estimated $35.4K.
  • WEC Energy made up 0.05% of Weaver Capital Management's portfolio in Q1 2026, its #141 holding.
  • Weaver Capital Management first reported a position in WEC Energy in Q4 2023 and has held it in 10 quarters since.
  • Weaver Capital Management's WEC Energy position peaked at $653K in Q1 2024.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Weaver Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.