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International Assets Investment Management’s WEC Energy WEC Stock Holding History

International Assets 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
2026
Q2 		$304K Buy
2,616
+226
+9% +$25.8K 0.02% 680
2026
Q1 		$278K Sell
2,390
-116
-5% -$13K 0.02% 662
2025
Q4 		$264K Buy
+2,506
New +$277K 0.02% 684
2025
Q2 		– Sell
-3,084
Closed -$336K – 901
2025
Q1 		$336K Buy
3,084
+35
+1% +$3.58K 0.03% 536
2024
Q4 		$287K Sell
3,049
-300,466
-99% -$29.1M 0.02% 595
2024
Q3 		$3.16K Buy
303,515
+300,574
+10,220% +$26.6M 0.01% 728
2024
Q2 		$231K Sell
2,941
-161
-5% -$13.1K 0.02% 641
2024
Q1 		$253K Sell
3,102
-8
-0.3% -$643 0.03% 590
2023
Q4 		$262K Buy
3,110
+169
+6% +$13.9K 0.03% 538
2023
Q3 		$237K Buy
2,941
+117
+4% +$10.2K 0.03% 446
2023
Q2 		$249K Buy
2,824
+220
+8% +$20.3K 0.03% 438
2023
Q1 		$247K Sell
2,604
-1,650
-39% -$153K 0.04% 417
2022
Q4 		$399K Buy
4,254
+1,132
+36% +$105K 0.04% 391
2022
Q3 		$279K Buy
3,122
+217
+7% +$22.2K 0.06% 292
2022
Q2 		$292 Buy
2,905
+182
+7% +$18.5K 0.03% 303
2022
Q1 		$272K Hold
2,723
– – 0.05% 344
2021
Q4 		$264K Sell
2,723
-86
-3% -$7.86K 0.05% 380
2021
Q3 		$248K Buy
2,809
+25
+0.9% +$2.35K 0.04% 384
2021
Q2 		$248K Sell
2,784
-7,114
-72% -$670K 0.05% 371
2021
Q1 		$916K Buy
9,898
+3,201
+48% +$279K 0.08% 226
2020
Q4 		$616K Buy
6,697
+3,592
+116% +$350K 0.11% 171
2020
Q3 		$301K Sell
3,105
-964
-24% -$89.8K 0.07% 239
2020
Q2 		$357K Sell
4,069
-108
-3% -$9.74K 0.09% 215
2020
Q1 		$368K Buy
+4,177
New +$402K 0.11% 177

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

International Assets Investment Management's WEC Position: Q2 2026 in Review

International Assets Investment Management increased its WEC Energy (WEC) stake by 9.5% in Q2 2026, buying an estimated $25.8K and bringing the position to 2,616 shares worth $304K. The position accounts for 0.02% of the portfolio, ranked #680.

International Assets Investment Management first reported a position in WEC in Q1 2020 and has held it in 24 quarters since. The position peaked at $916K in Q1 2021. 1,065 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • International Assets Investment Management held 2,616 shares of WEC Energy worth $304K as of Q2 2026.
  • International Assets Investment Management bought 226 WEC Energy shares in Q2 2026, an estimated $25.8K.
  • WEC Energy made up 0.02% of International Assets Investment Management's portfolio in Q2 2026, its #680 holding.
  • International Assets Investment Management first reported a position in WEC Energy in Q1 2020 and has held it in 24 quarters since.
  • International Assets Investment Management's WEC Energy position peaked at $916K in Q1 2021.
  • 1,065 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.