Gotham Asset Management’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $26.6M | Buy |
229,905
+32,539
| +16% | +$3.66M | 0.08% | 346 |
|
|
2025
Q4 | $20.8M | Buy |
197,366
+19,794
| +11% | +$2.19M | 0.08% | 378 |
|
|
2025
Q3 | $20.3M | Buy |
177,572
+80,259
| +82% | +$8.7M | 0.09% | 311 |
|
|
2025
Q2 | $10.1M | Buy |
97,313
+10,017
| +11% | +$1.07M | 0.06% | 470 |
|
|
2025
Q1 | $9.51M | Buy |
87,296
+4,055
| +5% | +$414K | 0.08% | 351 |
|
|
2024
Q4 | $7.83M | Buy |
83,241
+982
| +1% | +$95.2K | 0.07% | 382 |
|
|
2024
Q3 | $7.91M | Buy |
82,259
+15,550
| +23% | +$1.38M | 0.08% | 361 |
|
|
2024
Q2 | $5.23M | Buy |
66,709
+3,136
| +5% | +$255K | 0.07% | 416 |
|
|
2024
Q1 | $5.22M | Buy |
63,573
+25,105
| +65% | +$2.02M | 0.08% | 349 |
|
|
2023
Q4 | $3.24M | Buy |
38,468
+17,655
| +85% | +$1.45M | 0.06% | 438 |
|
|
2023
Q3 | $1.68M | Buy |
20,813
+8,123
| +64% | +$706K | 0.03% | 612 |
|
|
2023
Q2 | $1.12M | Sell |
12,690
-837
| -6% | -$77.3K | 0.02% | 737 |
|
|
2023
Q1 | $1.28M | Buy |
13,527
+2,393
| +21% | +$222K | 0.03% | 667 |
|
|
2022
Q4 | $1.04M | Sell |
11,134
-14
| -0.1% | -$1.29K | 0.03% | 662 |
|
|
2022
Q3 | $997K | Sell |
11,148
-7,620
| -41% | -$778K | 0.03% | 654 |
|
|
2022
Q2 | $1.89M | Buy |
18,768
+13,704
| +271% | +$1.39M | 0.06% | 388 |
|
|
2022
Q1 | $505K | Sell |
5,064
-8,353
| -62% | -$789K | 0.02% | 800 |
|
|
2021
Q4 | $1.3M | Buy |
13,417
+10,148
| +310% | +$928K | 0.04% | 476 |
|
|
2021
Q3 | $288K | Buy |
+3,269
| New | +$307K | 0.01% | 848 |
|
|
2021
Q1 | – | Sell |
-3,290
| Closed | -$303K | – | 1102 |
|
|
2020
Q4 | $303K | Sell |
3,290
-289
| -8% | -$28.1K | 0.01% | 833 |
|
|
2020
Q3 | $347K | Sell |
3,579
-48
| -1% | -$4.47K | 0.01% | 813 |
|
|
2020
Q2 | $318K | Sell |
3,627
-89
| -2% | -$8.03K | 0.01% | 849 |
|
|
2020
Q1 | $327K | Sell |
3,716
-3,918
| -51% | -$377K | 0.01% | 812 |
|
|
2019
Q4 | $704K | Buy |
7,634
+3,993
| +110% | +$364K | 0.01% | 709 |
|
|
2019
Q3 | $346K | Sell |
3,641
-647
| -15% | -$58.3K | 0.01% | 876 |
|
|
2019
Q2 | $357K | Sell |
4,288
-5,255
| -55% | -$421K | 0.01% | 891 |
|
|
2019
Q1 | $755K | Sell |
9,543
-2,426
| -20% | -$180K | 0.01% | 735 |
|
|
2018
Q4 | $829K | Sell |
11,969
-73,340
| -86% | -$5.15M | 0.01% | 668 |
|
|
2018
Q3 | $5.7M | Buy |
85,309
+75,686
| +787% | +$5.04M | 0.08% | 324 |
|
|
2018
Q2 | $622K | Buy |
+9,623
| New | +$598K | 0.01% | 661 |
|
|
2018
Q1 | – | Sell |
-7,215
| Closed | -$479K | – | 1088 |
|
|
2017
Q4 | $479K | Sell |
7,215
-29,452
| -80% | -$1.98M | 0.01% | 719 |
|
|
2017
Q3 | $2.3M | Sell |
36,667
-2,527
| -6% | -$161K | 0.03% | 489 |
|
|
2017
Q2 | $2.41M | Buy |
+39,194
| New | +$2.42M | 0.03% | 486 |
|
|
2016
Q4 | – | Sell |
-20,253
| Closed | -$1.21M | – | 1068 |
|
|
2016
Q3 | $1.21M | Buy |
20,253
+15,012
| +286% | +$937K | 0.02% | 571 |
|
|
2016
Q2 | $342K | Buy |
+5,241
| New | +$315K | ﹤0.01% | 788 |
|
|
2015
Q3 | – | Sell |
-175,445
| Closed | -$7.89M | – | 1055 |
|
|
2015
Q2 | $7.89M | Buy |
175,445
+50,272
| +40% | +$2.41M | 0.07% | 389 |
|
|
2015
Q1 | $6.2M | Buy |
125,173
+73,754
| +143% | +$3.86M | 0.05% | 403 |
|
|
2014
Q4 | $2.71M | Sell |
51,419
-42,621
| -45% | -$2.09M | 0.02% | 489 |
|
|
2014
Q3 | $4.04M | Buy |
+94,040
| New | +$4.18M | 0.04% | 435 |
|
Other funds holding WEC
VCM
VPM
Gotham Asset Management's WEC Position: Q1 2026 in Review
Gotham Asset Management increased its WEC Energy (WEC) stake by 16% in Q1 2026, buying an estimated $3.66M and bringing the position to 229,905 shares worth $26.6M. The position accounts for 0.08% of the portfolio, ranked #346.
Gotham Asset Management first reported a position in WEC in Q3 2014 and has held it in 39 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.
- Gotham Asset Management held 229,905 shares of WEC Energy worth $26.6M as of Q1 2026.
- Gotham Asset Management bought 32,539 WEC Energy shares in Q1 2026, an estimated $3.66M.
- WEC Energy made up 0.08% of Gotham Asset Management's portfolio in Q1 2026, its #346 holding.
- Gotham Asset Management first reported a position in WEC Energy in Q3 2014 and has held it in 39 quarters since.
- 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.
Based on Gotham Asset Management's 13F filing for Q1 2026, filed 15 May 2026.