Fulcrum Asset Management’s WEC Energy WEC Stock Holding History

Fulcrum 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 Q2	$2.49K	Sell	21 -3,025	-99%	-$345K	﹤0.01%	852
2026 Q1	$351K	Sell	3,046 -13,843	-82%	-$1.56M	0.05%	144
2025 Q4	$1.79M	Buy	16,889 +3,480	+26%	+$385K	0.5%	49
2025 Q3	$1.54M	Buy	13,409 +6,842	+104%	+$742K	0.43%	57
2025 Q2	$684K	Buy	+6,567	New	+$699K	0.2%	89
2022 Q1	–	Hold	0	–	–	–	166
2021 Q4	–	Hold	0	–	–	–	190
2021 Q2	–	Hold	0	–	–	–	128
2021 Q1	–	Hold	0	–	–	–	85
2020 Q4	–	Hold	0	–	–	–	37
2020 Q3	–	Sell	-26,075	Closed	-$2.43M	–	12
2020 Q2	$2.43M	Buy	+26,075	New	+$2.35M	0.82%	37

Other funds holding WEC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fulcrum Asset Management's WEC Position: Q2 2026 in Review

Fulcrum Asset Management reduced its WEC Energy (WEC) stake by 99% in Q2 2026, selling an estimated $345K and leaving 21 shares worth $2.49K. The position accounts for ﹤0.01% of the portfolio, ranked #852.

Fulcrum Asset Management first reported a position in WEC in Q2 2020 and has held it in 6 quarters since. The position peaked at $2.43M in Q2 2020. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Fulcrum Asset Management held 21 shares of WEC Energy worth $2.49K as of Q2 2026.
Fulcrum Asset Management sold 3,025 WEC Energy shares in Q2 2026, an estimated $345K.
WEC Energy made up ﹤0.01% of Fulcrum Asset Management's portfolio in Q2 2026, its #852 holding.
Fulcrum Asset Management first reported a position in WEC Energy in Q2 2020 and has held it in 6 quarters since.
Fulcrum Asset Management's WEC Energy position peaked at $2.43M in Q2 2020.
1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.