Wellington Management Group’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
Q1 | $558M | Sell |
4,822,384
-4,207,336
| -47% | -$473M | 0.1% | 195 |
|
|
2025
Q4 | $952M | Sell |
9,029,720
-1,089,181
| -11% | -$121M | 0.17% | 144 |
|
|
2025
Q3 | $1.16B | Sell |
10,118,901
-453,166
| -4% | -$49.1M | 0.2% | 110 |
|
|
2025
Q2 | $1.1B | Buy |
10,572,067
+434,171
| +4% | +$46.2M | 0.2% | 114 |
|
|
2025
Q1 | $1.1B | Sell |
10,137,896
-909,857
| -8% | -$92.9M | 0.21% | 108 |
|
|
2024
Q4 | $1.04B | Buy |
11,047,753
+6,329,574
| +134% | +$614M | 0.19% | 116 |
|
|
2024
Q3 | $454M | Buy |
4,718,179
+4,691,017
| +17,271% | +$416M | 0.08% | 219 |
|
|
2024
Q2 | $2.13M | Sell |
27,162
-1,270
| -4% | -$103K | ﹤0.01% | 1500 |
|
|
2024
Q1 | $2.33M | Sell |
28,432
-2,924
| -9% | -$235K | ﹤0.01% | 1490 |
|
|
2023
Q4 | $2.64M | Buy |
+31,356
| New | +$2.58M | ﹤0.01% | 1435 |
|
|
2023
Q2 | – | Sell |
-8,804
| Closed | -$835K | – | 2023 |
|
|
2023
Q1 | $835K | Sell |
8,804
-236
| -3% | -$21.9K | ﹤0.01% | 1706 |
|
|
2022
Q4 | $848K | Buy |
+9,040
| New | +$835K | ﹤0.01% | 1676 |
|
|
2022
Q3 | – | Sell |
-3,979
| Closed | -$400K | – | 2164 |
|
|
2022
Q2 | $400K | Sell |
3,979
-6,942
| -64% | -$704K | ﹤0.01% | 1886 |
|
|
2022
Q1 | $1.09M | Buy |
10,921
+7,179
| +192% | +$678K | ﹤0.01% | 1720 |
|
|
2021
Q4 | $363K | Sell |
3,742
-999
| -21% | -$91.3K | ﹤0.01% | 2043 |
|
|
2021
Q3 | $418K | Sell |
4,741
-6,554
| -58% | -$615K | ﹤0.01% | 1976 |
|
|
2021
Q2 | $1M | Buy |
11,295
+4,945
| +78% | +$466K | ﹤0.01% | 1784 |
|
|
2021
Q1 | $595K | Buy |
6,350
+187
| +3% | +$16.3K | ﹤0.01% | 1822 |
|
|
2020
Q4 | $567K | Buy |
6,163
+989
| +19% | +$96.2K | ﹤0.01% | 1692 |
|
|
2020
Q3 | $501K | Sell |
5,174
-3,871
| -43% | -$361K | ﹤0.01% | 1705 |
|
|
2020
Q2 | $793K | Sell |
9,045
-30,069
| -77% | -$2.71M | ﹤0.01% | 1545 |
|
|
2020
Q1 | $3.45M | Sell |
39,114
-11,361
| -23% | -$1.09M | ﹤0.01% | 1271 |
|
|
2019
Q4 | $4.66M | Sell |
50,475
-732
| -1% | -$66.7K | ﹤0.01% | 1349 |
|
|
2019
Q3 | $4.87M | Sell |
51,207
-784
| -2% | -$70.6K | ﹤0.01% | 1360 |
|
|
2019
Q2 | $4.33M | Sell |
51,991
-13,089
| -20% | -$1.05M | ﹤0.01% | 1412 |
|
|
2019
Q1 | $5.15M | Buy |
65,080
+8,118
| +14% | +$602K | ﹤0.01% | 1373 |
|
|
2018
Q4 | $3.94M | Buy |
56,962
+16,861
| +42% | +$1.18M | ﹤0.01% | 1447 |
|
|
2018
Q3 | $2.68M | Sell |
40,101
-5,423
| -12% | -$361K | ﹤0.01% | 1627 |
|
|
2018
Q2 | $2.94M | Sell |
45,524
-15,053
| -25% | -$935K | ﹤0.01% | 1629 |
|
|
2018
Q1 | $3.8M | Sell |
60,577
-11,955
| -16% | -$742K | ﹤0.01% | 1575 |
|
|
2017
Q4 | $4.82M | Buy |
72,532
+7,154
| +11% | +$480K | ﹤0.01% | 1487 |
|
|
2017
Q3 | $4.11M | Buy |
65,378
+7,464
| +13% | +$476K | ﹤0.01% | 1529 |
|
|
2017
Q2 | $3.56M | Sell |
57,914
-754
| -1% | -$46.6K | ﹤0.01% | 1538 |
|
|
2017
Q1 | $3.56M | Buy |
58,668
+44,520
| +315% | +$2.62M | ﹤0.01% | 1566 |
|
|
2016
Q4 | $830K | Sell |
14,148
-503,133
| -97% | -$28.9M | ﹤0.01% | 1908 |
|
|
2016
Q3 | $31M | Sell |
517,281
-349,345
| -40% | -$21.8M | 0.01% | 840 |
|
|
2016
Q2 | $56.6M | Sell |
866,626
-200,316
| -19% | -$12M | 0.01% | 641 |
|
|
2016
Q1 | $64.1M | Buy |
1,066,942
+177,978
| +20% | +$9.96M | 0.02% | 606 |
|
|
2015
Q4 | $45.6M | Sell |
888,964
-65,649
| -7% | -$3.35M | 0.01% | 694 |
|
|
2015
Q3 | $49.8M | Sell |
954,613
-13,845
| -1% | -$673K | 0.01% | 681 |
|
|
2015
Q2 | $43.6M | Sell |
968,458
-991,191
| -51% | -$47.6M | 0.01% | 769 |
|
|
2015
Q1 | $97M | Sell |
1,959,649
-460
| -0% | -$24.1K | 0.02% | 520 |
|
|
2014
Q4 | $103M | Buy |
1,960,109
+124,423
| +7% | +$6.1M | 0.03% | 493 |
|
|
2014
Q3 | $78.9M | Buy |
1,835,686
+10,684
| +0.6% | +$474K | 0.02% | 569 |
|
|
2014
Q2 | $85.6M | Sell |
1,825,002
-695,583
| -28% | -$32.3M | 0.02% | 569 |
|
|
2014
Q1 | $117M | Sell |
2,520,585
-236,812
| -9% | -$10.2M | 0.03% | 482 |
|
|
2013
Q4 | $114M | Sell |
2,757,397
-135,763
| -5% | -$5.63M | 0.03% | 483 |
|
|
2013
Q3 | $117M | Buy |
2,893,160
+4,139
| +0.1% | +$172K | 0.04% | 447 |
|
|
2013
Q2 | $118M | Buy |
+2,889,021
| New | +$123M | 0.04% | 426 |
|
Other funds holding WEC
VCM
VPM
Wellington Management Group's WEC Position: Q1 2026 in Review
Wellington Management Group reduced its WEC Energy (WEC) stake by 47% in Q1 2026, selling an estimated $473M and leaving 4,822,384 shares worth $558M. The position accounts for 0.1% of the portfolio, ranked #195.
Wellington Management Group first reported a position in WEC in Q2 2013 and has held it in 49 quarters since. The position peaked at $1.16B in Q3 2025. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.
- Wellington Management Group held 4,822,384 shares of WEC Energy worth $558M as of Q1 2026.
- Wellington Management Group sold 4,207,336 WEC Energy shares in Q1 2026, an estimated $473M.
- WEC Energy made up 0.1% of Wellington Management Group's portfolio in Q1 2026, its #195 holding.
- Wellington Management Group first reported a position in WEC Energy in Q2 2013 and has held it in 49 quarters since.
- Wellington Management Group's WEC Energy position peaked at $1.16B in Q3 2025.
- 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.
Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.