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Yousif Capital Management’s WEC Energy WEC Stock Holding History

Yousif 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
Q2 		$4.82M Sell
41,281
-2,148
-5% -$245K 0.05% 324
2026
Q1 		$5.03M Sell
43,429
-850
-2% -$95.5K 0.06% 300
2025
Q4 		$4.83M Sell
44,279
-1,730
-4% -$192K 0.05% 327
2025
Q3 		$5.27M Sell
46,009
-3,431
-7% -$372K 0.06% 301
2025
Q2 		$5.15M Sell
49,440
-82
-0.2% -$8.72K 0.06% 309
2025
Q1 		$5.4M Sell
49,522
-243
-0.5% -$24.8K 0.06% 292
2024
Q4 		$4.68M Sell
49,765
-704
-1% -$68.3K 0.05% 338
2024
Q3 		$4.85M Sell
50,469
-363
-0.7% -$32.2K 0.05% 345
2024
Q2 		$3.99M Buy
50,832
+24
+0% +$1.95K 0.05% 395
2024
Q1 		$4.17M Sell
50,808
-1,505
-3% -$121K 0.05% 419
2023
Q4 		$4.4M Sell
52,313
-1,513
-3% -$125K 0.05% 374
2023
Q3 		$4.34M Sell
53,826
-746
-1% -$64.8K 0.06% 350
2023
Q2 		$4.82M Buy
54,572
+231
+0.4% +$21.3K 0.06% 327
2023
Q1 		$5.15M Sell
54,341
-2,561
-5% -$237K 0.07% 297
2022
Q4 		$5.34M Buy
56,902
+1,071
+2% +$99K 0.07% 286
2022
Q3 		$4.99M Sell
55,831
-226
-0.4% -$23.1K 0.07% 276
2022
Q2 		$5.64M Sell
56,057
-580
-1% -$58.8K 0.07% 259
2022
Q1 		$5.65M Buy
56,637
+170
+0.3% +$16.1K 0.06% 303
2021
Q4 		$5.48M Buy
+56,467
New +$5.16M 0.06% 348

Other funds holding WEC

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Yousif Capital Management's WEC Position: Q2 2026 in Review

Yousif Capital Management reduced its WEC Energy (WEC) stake by 4.9% in Q2 2026, selling an estimated $245K and leaving 41,281 shares worth $4.82M. The position accounts for 0.05% of the portfolio, ranked #324.

Yousif Capital Management first reported a position in WEC in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.65M in Q1 2022. 394 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Yousif Capital Management held 41,281 shares of WEC Energy worth $4.82M as of Q2 2026.
  • Yousif Capital Management sold 2,148 WEC Energy shares in Q2 2026, an estimated $245K.
  • WEC Energy made up 0.05% of Yousif Capital Management's portfolio in Q2 2026, its #324 holding.
  • Yousif Capital Management first reported a position in WEC Energy in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's WEC Energy position peaked at $5.65M in Q1 2022.
  • 394 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.