Y-Intercept (HK)’s WEC Energy WEC Stock Holding History

Y-Intercept (HK)’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	$3.77M	Buy	+32,315	New	+$3.69M	0.07%	378
2026 Q1	–	Sell	-64,174	Closed	-$6.77M	–	2105
2025 Q4	$6.77M	Buy	+64,174	New	+$7.11M	0.15%	138
2024 Q3	–	Sell	-20,536	Closed	-$1.61M	–	1860
2024 Q2	$1.61M	Buy	+20,536	New	+$1.67M	0.09%	312
2023 Q3	–	Sell	-16,432	Closed	-$1.45M	–	1670
2023 Q2	$1.45M	Buy	16,432 +5,458	+50%	+$504K	0.15%	172
2023 Q1	$1.04M	Buy	10,974 +1,243	+13%	+$115K	0.12%	241
2022 Q4	$912K	Buy	+9,731	New	+$899K	0.13%	222
2022 Q2	–	Sell	-8,232	Closed	-$822K	–	1222
2022 Q1	$822K	Buy	+8,232	New	+$777K	0.19%	154
2021 Q4	–	Sell	-15,479	Closed	-$1.36M	–	917
2021 Q3	$1.36M	Buy	15,479 +3,103	+25%	+$291K	0.25%	123
2021 Q2	$1.1M	Buy	+12,376	New	+$1.17M	0.28%	81
2021 Q1	–	Sell	-7,933	Closed	-$718K	–	822
2020 Q4	$718K	Buy	+7,933	New	+$772K	0.3%	82

Other funds holding WEC

CIM

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

VNIM

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

ORIO

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

CNAM

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

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

TNB

Thomasville National Bank Thomasville, Georgia $1.82B AUM

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Y-Intercept (HK)'s WEC Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in WEC Energy (WEC) in Q2 2026: 32,315 shares worth $3.77M. The stake represents 0.07% of the portfolio and ranks #378 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in WEC as recently as Q4 2025.

Y-Intercept (HK) first reported a position in WEC in Q4 2020 and has held it in 10 quarters since. The position peaked at $6.77M in Q4 2025. 313 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Y-Intercept (HK) held 32,315 shares of WEC Energy worth $3.77M as of Q2 2026.
WEC Energy was a new Y-Intercept (HK) position in Q2 2026.
WEC Energy made up 0.07% of Y-Intercept (HK)'s portfolio in Q2 2026, its #378 holding.
Y-Intercept (HK) first reported a position in WEC Energy in Q4 2020 and has held it in 10 quarters since.
Y-Intercept (HK)'s WEC Energy position peaked at $6.77M in Q4 2025.
313 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.