Aigen Investment Management’s WEC Energy WEC Stock Holding History

Aigen Investment 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
2025 Q3	–	Sell	-10,205	Closed	-$1.06M	–	1118
2025 Q2	$1.06M	Sell	10,205 -1,022	-9%	-$109K	0.15%	229
2025 Q1	$1.22M	Buy	+11,227	New	+$1.15M	0.2%	160
2024 Q3	–	Sell	-3,199	Closed	-$251K	–	1046
2024 Q2	$251K	Buy	+3,199	New	+$260K	0.05%	544
2023 Q3	–	Sell	-2,391	Closed	-$211K	–	1108
2023 Q2	$211K	Buy	+2,391	New	+$221K	0.03%	601
2022 Q3	–	Sell	-6,362	Closed	-$640K	–	789
2022 Q2	$640K	Buy	6,362 +3,970	+166%	+$403K	0.11%	256
2022 Q1	$239K	Sell	2,392 -32,817	-93%	-$3.1M	0.04%	438
2021 Q4	$3.35M	Buy	+35,209	New	+$3.22M	0.21%	129
2021 Q3	–	Sell	-11,770	Closed	-$1.05M	–	677
2021 Q2	$1.05M	Buy	+11,770	New	+$1.11M	0.18%	139
2021 Q1	–	Sell	-12,736	Closed	-$1.17M	–	913
2020 Q4	$1.17M	Buy	+12,736	New	+$1.24M	0.15%	169
2020 Q2	–	Sell	-20,251	Closed	-$1.78M	–	1326
2020 Q1	$1.78M	Buy	+20,251	New	+$1.95M	0.24%	105

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Aigen Investment Management's WEC Position: Q3 2025 in Review

Aigen Investment Management sold out of WEC Energy (WEC) in Q3 2025, closing a stake of 10,205 shares — an estimated $1.06M sold.

Aigen Investment Management first reported a position in WEC in Q1 2020 and held it in 10 quarters. The position peaked at $3.35M in Q4 2021. 1,297 funds tracked by Wall St. Rank hold WEC as of Q3 2025.

Aigen Investment Management reported no remaining WEC Energy position as of Q3 2025 after selling out during the quarter.
Aigen Investment Management sold 10,205 WEC Energy shares in Q3 2025, an estimated $1.06M.
Aigen Investment Management first reported a position in WEC Energy in Q1 2020 and held it in 10 quarters.
Aigen Investment Management's WEC Energy position peaked at $3.35M in Q4 2021.
1,297 funds tracked by Wall St. Rank held WEC Energy as of Q3 2025.

Based on Aigen Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.