CI Investments Inc
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CI Investments Inc’s WEC Energy WEC Stock Holding History

CI Investments Inc’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 		$5.35M Buy
45,855
+3,822
+9% +$436K 0.02% 341
2026
Q1 		$4.87M Buy
42,033
+1,678
+4% +$189K 0.02% 305
2025
Q4 		$4.26M Buy
40,355
+3,683
+10% +$408K 0.02% 312
2025
Q3 		$4.2M Sell
36,672
-3,581
-9% -$388K 0.02% 312
2025
Q2 		$4.19M Buy
40,253
+31,470
+358% +$3.35M 0.02% 306
2025
Q1 		$957K Buy
8,783
+6,674
+316% +$682K ﹤0.01% 434
2024
Q4 		$198K Buy
2,109
+128
+6% +$12.4K ﹤0.01% 740
2024
Q3 		$191K Sell
1,981
-1,243
-39% -$110K ﹤0.01% 672
2024
Q2 		$253K Buy
3,224
+468
+17% +$38K ﹤0.01% 586
2024
Q1 		$226K Buy
2,756
+598
+28% +$48.1K ﹤0.01% 666
2023
Q4 		$182K Sell
2,158
-369,714
-99% -$30.4M ﹤0.01% 676
2023
Q3 		$30M Buy
371,872
+369,786
+17,727% +$32.1M 0.17% 129
2023
Q2 		$184K Buy
2,086
+484
+30% +$44.7K ﹤0.01% 650
2023
Q1 		$152K Sell
1,602
-146,036
-99% -$13.5M ﹤0.01% 648
2022
Q4 		$13.8M Buy
147,638
+147,217
+34,968% +$13.6M 0.07% 197
2022
Q3 		$38K Buy
421
+382
+979% +$39K ﹤0.01% 897
2022
Q2 		$4K Hold
39
– – ﹤0.01% 1111
2022
Q1 		$4K Sell
39
-998
-96% -$94.2K ﹤0.01% 1169
2021
Q4 		$101K Buy
1,037
+84
+9% +$7.68K ﹤0.01% 899
2021
Q3 		$84K Buy
953
+27
+3% +$2.53K ﹤0.01% 896
2021
Q2 		$82K Buy
926
+2
+0.2% +$188 ﹤0.01% 908
2021
Q1 		$86K Sell
924
-162
-15% -$14.1K ﹤0.01% 800
2020
Q4 		$100K Buy
1,086
+103
+10% +$10K ﹤0.01% 755
2020
Q3 		$95K Sell
983
-109
-10% -$10.2K ﹤0.01% 668
2020
Q2 		$96K Sell
1,092
-19,165
-95% -$1.73M ﹤0.01% 596
2020
Q1 		$1.78M Sell
20,257
-2,420
-11% -$233K 0.01% 294
2019
Q4 		$2.09M Sell
22,677
-10,180
-31% -$928K 0.01% 314
2019
Q3 		$3.13M Buy
+32,857
New +$2.96M 0.02% 264

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

CI Investments Inc's WEC Position: Q2 2026 in Review

CI Investments Inc increased its WEC Energy (WEC) stake by 9.1% in Q2 2026, buying an estimated $436K and bringing the position to 45,855 shares worth $5.35M. The position accounts for 0.02% of the portfolio, ranked #341.

CI Investments Inc first reported a position in WEC in Q3 2019 and has held it in 28 quarters since. The position peaked at $30M in Q3 2023. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • CI Investments Inc held 45,855 shares of WEC Energy worth $5.35M as of Q2 2026.
  • CI Investments Inc bought 3,822 WEC Energy shares in Q2 2026, an estimated $436K.
  • WEC Energy made up 0.02% of CI Investments Inc's portfolio in Q2 2026, its #341 holding.
  • CI Investments Inc first reported a position in WEC Energy in Q3 2019 and has held it in 28 quarters since.
  • CI Investments Inc's WEC Energy position peaked at $30M in Q3 2023.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on CI Investments Inc's 13F filing for Q2 2026, filed 13 Aug 2026.