IEQ Capital
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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
Q3 		– Sell
-2,195
Closed -$256K – 2265
2026
Q2 		$256K Buy
2,195
+416
+23% +$47.5K ﹤0.01% 1716
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

IEQ Capital's WEC Position: Q3 2026 in Review

IEQ Capital sold out of WEC Energy (WEC) in Q3 2026, closing a stake of 2,195 shares — an estimated $256K sold.

IEQ Capital first reported a position in WEC in Q1 2021 and held it in 22 quarters. The position peaked at $1.02M in Q3 2024. 880 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • IEQ Capital reported no remaining WEC Energy position as of Q3 2026 after selling out during the quarter.
  • IEQ Capital sold 2,195 WEC Energy shares in Q3 2026, an estimated $256K.
  • IEQ Capital first reported a position in WEC Energy in Q1 2021 and held it in 22 quarters.
  • IEQ Capital's WEC Energy position peaked at $1.02M in Q3 2024.
  • 880 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on IEQ Capital's 13F filing for Q3 2026, filed 10 Nov 2026.