Atom Investors’s WEC Energy WEC Stock Holding History

Atom Investors’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 Q1	–	Sell	-4,243	Closed	-$399K	–	651
2024 Q4	$399K	Buy	+4,243	New	+$411K	0.05%	338

Other funds holding WEC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Atom Investors's WEC Position: Q1 2025 in Review

Atom Investors sold out of WEC Energy (WEC) in Q1 2025, closing a stake of 4,243 shares — an estimated $399K sold.

Atom Investors first reported a position in WEC in Q4 2024 and held it in 1 quarter. The position peaked at $399K in Q4 2024. 1,270 funds tracked by Wall St. Rank hold WEC as of Q1 2025.

Atom Investors reported no remaining WEC Energy position as of Q1 2025 after selling out during the quarter.
Atom Investors sold 4,243 WEC Energy shares in Q1 2025, an estimated $399K.
Atom Investors first reported a position in WEC Energy in Q4 2024 and held it in 1 quarter.
Atom Investors's WEC Energy position peaked at $399K in Q4 2024.
1,270 funds tracked by Wall St. Rank held WEC Energy as of Q1 2025.

Based on Atom Investors's 13F filing for Q1 2025, filed 15 May 2025.