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CBRE Investment Management Listed Real Assets’s WEC Energy WEC Stock Holding History

CBRE Investment Management Listed Real Assets’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 		$117M Sell
1,003,363
-372,688
-27% -$42.5M 1.63% 24
2026
Q1 		$159M Buy
1,376,051
+39,957
+3% +$4.49M 2.36% 9
2025
Q4 		$141M Buy
1,336,094
+97,092
+8% +$10.8M 2.07% 14
2025
Q3 		$142M Buy
1,239,002
+180,772
+17% +$19.6M 2.02% 13
2025
Q2 		$110M Sell
1,058,230
-3,510
-0.3% -$373K 1.67% 19
2025
Q1 		$116M Sell
1,061,740
-270,358
-20% -$27.6M 1.77% 13
2024
Q4 		$125M Sell
1,332,098
-31,726
-2% -$3.08M 2.22% 13
2024
Q3 		$131M Sell
1,363,824
-161,407
-11% -$14.3M 2.09% 13
2024
Q2 		$120M Buy
1,525,231
+491,668
+48% +$39.9M 2.19% 12
2024
Q1 		$84.9M Sell
1,033,563
-16,815
-2% -$1.35M 1.57% 21
2023
Q4 		$88.4M Sell
1,050,378
-117,394
-10% -$9.67M 1.61% 21
2023
Q3 		$94.1M Sell
1,167,772
-151,759
-12% -$13.2M 1.89% 14
2023
Q2 		$116M Sell
1,319,531
-182,804
-12% -$16.9M 2.09% 14
2023
Q1 		$142M Buy
1,502,335
+40,433
+3% +$3.74M 2.51% 11
2022
Q4 		$137M Buy
1,461,902
+211,956
+17% +$19.6M 2.39% 10
2022
Q3 		$112M Buy
1,249,946
+99,792
+9% +$10.2M 2.04% 15
2022
Q2 		$116M Buy
1,150,154
+195,410
+20% +$19.8M 1.81% 17
2022
Q1 		$95.3M Buy
954,744
+328,983
+53% +$31.1M 1.32% 27
2021
Q4 		$60.7M Buy
625,761
+238,057
+61% +$21.8M 0.87% 37
2021
Q3 		$34.2M Buy
+387,704
New +$36.4M 0.6% 47

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CBRE Investment Management Listed Real Assets's WEC Position: Q2 2026 in Review

CBRE Investment Management Listed Real Assets reduced its WEC Energy (WEC) stake by 27% in Q2 2026, selling an estimated $42.5M and leaving 1,003,363 shares worth $117M. The position accounts for 1.63% of the portfolio, ranked #24.

CBRE Investment Management Listed Real Assets first reported a position in WEC in Q3 2021 and has held it in 20 quarters since. The position peaked at $159M in Q1 2026. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • CBRE Investment Management Listed Real Assets held 1,003,363 shares of WEC Energy worth $117M as of Q2 2026.
  • CBRE Investment Management Listed Real Assets sold 372,688 WEC Energy shares in Q2 2026, an estimated $42.5M.
  • WEC Energy made up 1.63% of CBRE Investment Management Listed Real Assets's portfolio in Q2 2026, its #24 holding.
  • CBRE Investment Management Listed Real Assets first reported a position in WEC Energy in Q3 2021 and has held it in 20 quarters since.
  • CBRE Investment Management Listed Real Assets's WEC Energy position peaked at $159M in Q1 2026.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on CBRE Investment Management Listed Real Assets's 13F filing for Q2 2026, filed 14 Aug 2026.