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Blueshift Asset Management’s WEC Energy WEC Stock Holding History

Blueshift Asset 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 		– Sell
-5,330
Closed -$562K – 671
2025
Q4 		$562K Buy
5,330
+3,173
+147% +$351K 0.16% 197
2025
Q3 		$247K Buy
+2,157
New +$234K 0.08% 353
2025
Q2 		– Sell
-2,918
Closed -$318K – 619
2025
Q1 		$318K Buy
2,918
+595
+26% +$60.8K 0.13% 250
2024
Q4 		$218K Buy
+2,323
New +$225K 0.08% 324
2022
Q4 		– Sell
-15,237
Closed -$1.36M – 663
2022
Q3 		$1.36M Sell
15,237
-3,548
-19% -$362K 0.29% 85
2022
Q2 		$1.89M Sell
18,785
-13,360
-42% -$1.35M 0.31% 78
2022
Q1 		$3.21M Buy
32,145
+22,096
+220% +$2.09M 0.29% 87
2021
Q4 		$975K Sell
10,049
-136,270
-93% -$12.5M 0.09% 305
2021
Q3 		$12.9M Buy
146,319
+141,500
+2,936% +$13.3M 0.72% 13
2021
Q2 		$429K Sell
4,819
-9,626
-67% -$907K 0.02% 614
2021
Q1 		$1.35M Buy
+14,445
New +$1.26M 0.14% 197
2020
Q2 		– Sell
-2,330
Closed -$205K – 575
2020
Q1 		$205K Sell
2,330
-24,736
-91% -$2.38M 0.19% 133
2019
Q4 		$2.5M Buy
27,066
+21,687
+403% +$1.98M 0.28% 79
2019
Q3 		$512K Buy
+5,379
New +$485K 0.08% 366
2019
Q1 		– Sell
-30,666
Closed -$2.12M – 954
2018
Q4 		$2.12M Buy
+30,666
New +$2.15M 0.39% 35

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

Blueshift Asset Management's WEC Position: Q1 2026 in Review

Blueshift Asset Management sold out of WEC Energy (WEC) in Q1 2026, closing a stake of 5,330 shares — an estimated $562K sold.

Blueshift Asset Management first reported a position in WEC in Q4 2018 and held it in 15 quarters. The position peaked at $12.9M in Q3 2021. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Blueshift Asset Management reported no remaining WEC Energy position as of Q1 2026 after selling out during the quarter.
  • Blueshift Asset Management sold 5,330 WEC Energy shares in Q1 2026, an estimated $562K.
  • Blueshift Asset Management first reported a position in WEC Energy in Q4 2018 and held it in 15 quarters.
  • Blueshift Asset Management's WEC Energy position peaked at $12.9M in Q3 2021.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Blueshift Asset Management's 13F filing for Q1 2026, filed 14 May 2026.