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iA Global Asset Management’s WEC Energy WEC Stock Holding History

iA Global 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
Q4 		– Sell
-5,460
Closed -$626K – 462
2025
Q3 		$626K Sell
5,460
-12,873
-70% -$1.4M 0.01% 327
2025
Q2 		$1.91M Buy
18,333
+4,783
+35% +$509K 0.03% 241
2025
Q1 		$1.48M Buy
13,550
+1,655
+14% +$169K 0.03% 271
2024
Q4 		$1.12M Sell
11,895
-562
-5% -$54.5K 0.02% 291
2024
Q3 		$1.2M Buy
12,457
+743
+6% +$65.8K 0.02% 313
2024
Q2 		$919K Buy
+11,714
New +$952K 0.02% 303

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

iA Global Asset Management's WEC Position: Q4 2025 in Review

iA Global Asset Management sold out of WEC Energy (WEC) in Q4 2025, closing a stake of 5,460 shares — an estimated $626K sold.

iA Global Asset Management first reported a position in WEC in Q2 2024 and held it in 6 quarters. The position peaked at $1.91M in Q2 2025. 1,349 funds tracked by Wall St. Rank hold WEC as of Q4 2025.

  • iA Global Asset Management reported no remaining WEC Energy position as of Q4 2025 after selling out during the quarter.
  • iA Global Asset Management sold 5,460 WEC Energy shares in Q4 2025, an estimated $626K.
  • iA Global Asset Management first reported a position in WEC Energy in Q2 2024 and held it in 6 quarters.
  • iA Global Asset Management's WEC Energy position peaked at $1.91M in Q2 2025.
  • 1,349 funds tracked by Wall St. Rank held WEC Energy as of Q4 2025.

Based on iA Global Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.