Essex Investment Management’s WEC Energy WEC Stock Holding History

Essex 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
2026 Q1	$49.8K	Hold	430	–	–	0.01%	256
2025 Q4	$45.3K	Hold	430	–	–	0.01%	259
2025 Q3	$49.3K	Hold	430	–	–	0.01%	251
2025 Q2	$44.8K	Hold	430	–	–	0.01%	249
2025 Q1	$46.9K	Hold	430	–	–	0.01%	247
2024 Q4	$40.4K	Hold	430	–	–	0.01%	254
2024 Q3	$41.4K	Hold	430	–	–	0.01%	264
2024 Q2	$33.7K	Hold	430	–	–	0.01%	271
2024 Q1	$35.3K	Hold	430	–	–	0.01%	264
2023 Q4	$36.2K	Hold	430	–	–	0.01%	274
2023 Q3	$34.6K	Hold	430	–	–	0.01%	320
2023 Q2	$37.9K	Hold	430	–	–	0.01%	329
2023 Q1	$40.8K	Hold	430	–	–	0.01%	327
2022 Q4	$40K	Hold	430	–	–	0.01%	326
2022 Q3	$38K	Hold	430	–	–	0.01%	321
2022 Q2	$43K	Hold	430	–	–	0.01%	330
2022 Q1	$43K	Hold	430	–	–	0.01%	333
2021 Q4	$42K	Hold	430	–	–	﹤0.01%	341
2021 Q3	$38K	Hold	430	–	–	﹤0.01%	358
2021 Q2	$38K	Hold	430	–	–	﹤0.01%	360
2021 Q1	$40K	Hold	430	–	–	﹤0.01%	379
2020 Q4	$40K	Hold	430	–	–	0.01%	399
2020 Q3	$42K	Hold	430	–	–	0.01%	393
2020 Q2	$38K	Hold	430	–	–	0.01%	355
2020 Q1	$38K	Hold	430	–	–	0.01%	340
2019 Q4	$40K	Hold	430	–	–	﹤0.01%	411
2019 Q3	$41K	Hold	430	–	–	0.01%	403
2019 Q2	$36K	Hold	430	–	–	﹤0.01%	408
2019 Q1	$34K	Hold	430	–	–	0.01%	411
2018 Q4	$30K	Buy	+430	New	+$30.2K	﹤0.01%	413

Other funds holding WEC

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Essex Investment Management's WEC Position: Q1 2026 in Review

Essex Investment Management held its WEC Energy (WEC) position steady in Q1 2026 at 430 shares worth $49.8K. The position accounts for 0.01% of the portfolio, ranked #256.

Essex Investment Management first reported a position in WEC in Q4 2018 and has held it in 30 quarters since. 1,373 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Essex Investment Management held 430 shares of WEC Energy worth $49.8K as of Q1 2026.
Essex Investment Management left its WEC Energy share count unchanged in Q1 2026.
WEC Energy made up 0.01% of Essex Investment Management's portfolio in Q1 2026, its #256 holding.
Essex Investment Management first reported a position in WEC Energy in Q4 2018 and has held it in 30 quarters since.
1,373 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.