Iconiq Capital’s WEC Energy WEC Stock Holding History

Iconiq Capital’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 Q3	–	Sell	-2,389	Closed	-$249K	–	396
2025 Q2	$249K	Buy	2,389 +50	+2%	+$5.32K	﹤0.01%	336
2025 Q1	$255K	Buy	+2,339	New	+$239K	﹤0.01%	305

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Iconiq Capital's WEC Position: Q3 2025 in Review

Iconiq Capital sold out of WEC Energy (WEC) in Q3 2025, closing a stake of 2,389 shares — an estimated $249K sold.

Iconiq Capital first reported a position in WEC in Q1 2025 and held it in 2 quarters. The position peaked at $255K in Q1 2025. 1,297 funds tracked by Wall St. Rank hold WEC as of Q3 2025.

Iconiq Capital reported no remaining WEC Energy position as of Q3 2025 after selling out during the quarter.
Iconiq Capital sold 2,389 WEC Energy shares in Q3 2025, an estimated $249K.
Iconiq Capital first reported a position in WEC Energy in Q1 2025 and held it in 2 quarters.
Iconiq Capital's WEC Energy position peaked at $255K in Q1 2025.
1,297 funds tracked by Wall St. Rank held WEC Energy as of Q3 2025.

Based on Iconiq Capital's 13F filing for Q3 2025, filed 14 Nov 2025.