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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 – 340
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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Intact Investment Management's WEC Position: Q3 2025 in Review

Intact Investment Management sold out of WEC Energy (WEC) in Q3 2025, closing a stake of 9,400 shares — an estimated $979K sold.

Intact Investment Management first reported a position in WEC in Q3 2014 and held it in 11 quarters. The position peaked at $10.4M in Q3 2024. 1,297 funds tracked by Wall St. Rank hold WEC as of Q3 2025.

  • Intact Investment Management reported no remaining WEC Energy position as of Q3 2025 after selling out during the quarter.
  • Intact Investment Management sold 9,400 WEC Energy shares in Q3 2025, an estimated $979K.
  • Intact Investment Management first reported a position in WEC Energy in Q3 2014 and held it in 11 quarters.
  • Intact Investment Management's WEC Energy position peaked at $10.4M in Q3 2024.
  • 1,297 funds tracked by Wall St. Rank held WEC Energy as of Q3 2025.

Based on Intact Investment Management's 13F filing for Q3 2025, filed 31 Oct 2025.