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IEQ Capital’s WEC Energy WEC Stock Holding History

IEQ 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
2026
Q1 		$206K Sell
1,779
-733
-29% -$82.4K ﹤0.01% 1691
2025
Q4 		$265K Buy
2,512
+232
+10% +$25.7K ﹤0.01% 1585
2025
Q3 		$261K Sell
2,280
-181
-7% -$19.6K ﹤0.01% 1577
2025
Q2 		$256K Buy
2,461
+217
+10% +$23.1K ﹤0.01% 1482
2025
Q1 		$245K Sell
2,244
-182
-8% -$18.6K ﹤0.01% 1273
2024
Q4 		$228K Sell
2,426
-8,231
-77% -$798K ﹤0.01% 1150
2024
Q3 		$1.02M Buy
10,657
+4,641
+77% +$411K 0.01% 542
2024
Q2 		$472K Buy
6,016
+900
+18% +$73.1K 0.01% 679
2024
Q1 		$420K Sell
5,116
-887
-15% -$71.3K 0.01% 686
2023
Q4 		$505K Sell
6,003
-1,939
-24% -$160K 0.01% 576
2023
Q3 		$640K Sell
7,942
-1,614
-17% -$140K 0.01% 496
2023
Q2 		$843K Buy
9,556
+2,844
+42% +$263K 0.02% 433
2023
Q1 		$636K Buy
6,712
+1,535
+30% +$142K 0.01% 499
2022
Q4 		$485K Sell
5,177
-5,277
-50% -$488K 0.01% 521
2022
Q3 		$935K Buy
10,454
+4,891
+88% +$500K 0.03% 381
2022
Q2 		$560K Buy
5,563
+1,584
+40% +$161K 0.02% 452
2022
Q1 		$397K Buy
3,979
+474
+14% +$44.8K 0.01% 561
2021
Q4 		$340K Buy
3,505
+272
+8% +$24.9K 0.01% 554
2021
Q3 		$285K Buy
3,233
+533
+20% +$50K 0.01% 572
2021
Q2 		$240K Buy
2,700
+397
+17% +$37.4K 0.01% 531
2021
Q1 		$216K Buy
+2,303
New +$201K 0.01% 446

Other funds holding WEC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $303B AUM 30.15% 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

IEQ Capital's WEC Position: Q1 2026 in Review

IEQ Capital reduced its WEC Energy (WEC) stake by 29% in Q1 2026, selling an estimated $82.4K and leaving 1,779 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #1691.

IEQ Capital first reported a position in WEC in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.02M in Q3 2024. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • IEQ Capital held 1,779 shares of WEC Energy worth $206K as of Q1 2026.
  • IEQ Capital sold 733 WEC Energy shares in Q1 2026, an estimated $82.4K.
  • WEC Energy made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1691 holding.
  • IEQ Capital first reported a position in WEC Energy in Q1 2021 and has held it in 21 quarters since.
  • IEQ Capital's WEC Energy position peaked at $1.02M in Q3 2024.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.