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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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fulcrum Asset Management's WEC Position: Q1 2026 in Review

Fulcrum Asset Management reduced its WEC Energy (WEC) stake by 82% in Q1 2026, selling an estimated $1.56M and leaving 3,046 shares worth $351K. The position accounts for 0.05% of the portfolio, ranked #144.

Fulcrum Asset Management first reported a position in WEC in Q2 2020 and has held it in 5 quarters since. The position peaked at $2.43M in Q2 2020. 1,375 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Fulcrum Asset Management held 3,046 shares of WEC Energy worth $351K as of Q1 2026.
  • Fulcrum Asset Management sold 13,843 WEC Energy shares in Q1 2026, an estimated $1.56M.
  • WEC Energy made up 0.05% of Fulcrum Asset Management's portfolio in Q1 2026, its #144 holding.
  • Fulcrum Asset Management first reported a position in WEC Energy in Q2 2020 and has held it in 5 quarters since.
  • Fulcrum Asset Management's WEC Energy position peaked at $2.43M in Q2 2020.
  • 1,375 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Fulcrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.