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AGF Management’s WEC Energy WEC Stock Holding History

AGF 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 		$1.26M Sell
10,852
-512
-5% -$57.5K 0.01% 511
2025
Q4 		$1.2M Buy
11,364
+74
+0.7% +$8.19K 0.01% 528
2025
Q3 		$1.29M Sell
11,290
-2,953
-21% -$320K 0.01% 533
2025
Q2 		$1.48M Sell
14,243
-218
-2% -$23.2K 0.01% 497
2025
Q1 		$1.58M Sell
14,461
-3
-0% -$306 0.01% 488
2024
Q4 		$1.36M Sell
14,464
-33,541
-70% -$3.25M 0.01% 527
2024
Q3 		$4.62M Buy
48,005
+8,029
+20% +$712K 0.02% 272
2024
Q2 		$3.14M Sell
39,976
-5,223
-12% -$424K 0.02% 296
2024
Q1 		$3.71M Sell
45,199
-4,294
-9% -$345K 0.02% 291
2023
Q4 		$4.17M Buy
49,493
+45,251
+1,067% +$3.73M 0.02% 289
2023
Q3 		$342K Buy
+4,242
New +$369K ﹤0.01% 677
2023
Q1 		– Sell
-34,766
Closed -$3.26M – 826
2022
Q4 		$3.26M Buy
+34,766
New +$3.21M 0.02% 408

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

AGF Management's WEC Position: Q1 2026 in Review

AGF Management reduced its WEC Energy (WEC) stake by 4.5% in Q1 2026, selling an estimated $57.5K and leaving 10,852 shares worth $1.26M. The position accounts for 0.01% of the portfolio, ranked #511.

AGF Management first reported a position in WEC in Q4 2022 and has held it in 12 quarters since. The position peaked at $4.62M in Q3 2024. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • AGF Management held 10,852 shares of WEC Energy worth $1.26M as of Q1 2026.
  • AGF Management sold 512 WEC Energy shares in Q1 2026, an estimated $57.5K.
  • WEC Energy made up 0.01% of AGF Management's portfolio in Q1 2026, its #511 holding.
  • AGF Management first reported a position in WEC Energy in Q4 2022 and has held it in 12 quarters since.
  • AGF Management's WEC Energy position peaked at $4.62M in Q3 2024.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on AGF Management's 13F filing for Q1 2026, filed 7 May 2026.