Intact Investment Management’s WEC Energy WEC Stock Holding History

Intact Investment 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 Q3	–	Sell	-9,400	Closed	-$979K	–	364
2025 Q2	$979K	Hold	9,400	–	–	0.03%	225
2025 Q1	$1.02M	Sell	9,400 -1,500	-14%	-$153K	0.04%	217
2024 Q4	$1.03M	Sell	10,900 -96,850	-90%	-$9.39M	0.04%	214
2024 Q3	$10.4M	Buy	107,750 +13,400	+14%	+$1.19M	0.34%	74
2024 Q2	$7.4M	Buy	94,350 +52,950	+128%	+$4.3M	0.28%	87
2024 Q1	$3.4M	Hold	41,400	–	–	0.13%	143
2023 Q4	$3.48M	Buy	+41,400	New	+$3.41M	0.14%	144
2016 Q3	–	Sell	-12,400	Closed	-$810K	–	298
2016 Q2	$810K	Buy	+12,400	New	+$746K	0.03%	166
2015 Q2	–	Sell	-10,900	Closed	-$540K	–	266
2015 Q1	$540K	Sell	10,900 -300	-3%	-$15.7K	0.02%	199
2014 Q4	$590K	Buy	11,200 +3,100	+38%	+$152K	0.02%	190
2014 Q3	$348K	Buy	+8,100	New	+$360K	0.01%	230

Other funds holding WEC

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $501B 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 Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return