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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
2025
Q2 		– Sell
-22,366
Closed -$2.06M – 378
2025
Q1 		$2.06M Buy
+22,366
New +$2.28M 0.4% 69

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 $3.38T AUM 44.17% 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

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. 1,412 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.
  • 1,412 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.