iSAM Funds (UK)’s WEC Energy WEC Stock Holding History

iSAM Funds (UK)’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	–	Sell	-11,003	Closed	-$1.27M	–	432
2026 Q1	$1.27M	Sell	11,003 -30,832	-74%	-$3.46M	0.63%	40
2025 Q4	$4.41M	Buy	+41,835	New	+$4.63M	1.59%	4
2025 Q3	–	Sell	-14,740	Closed	-$1.54M	–	834
2025 Q2	$1.54M	Buy	+14,740	New	+$1.57M	0.34%	105
2025 Q1	–	Sell	-13,928	Closed	-$1.31M	–	432
2024 Q4	$1.31M	Buy	+13,928	New	+$1.35M	0.97%	10
2023 Q3	–	Sell	-22,582	Closed	-$1.99M	–	342
2023 Q2	$1.99M	Buy	+22,582	New	+$2.09M	1.78%	4
2023 Q1	–	Sell	-4,792	Closed	-$449K	–	209
2022 Q4	$449K	Buy	+4,792	New	+$443K	1.35%	22

Other funds holding WEC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

iSAM Funds (UK)'s WEC Position: Q2 2026 in Review

iSAM Funds (UK) sold out of WEC Energy (WEC) in Q2 2026, closing a stake of 11,003 shares — an estimated $1.27M sold.

iSAM Funds (UK) first reported a position in WEC in Q4 2022 and held it in 6 quarters. The position peaked at $4.41M in Q4 2025. 1,410 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

iSAM Funds (UK) reported no remaining WEC Energy position as of Q2 2026 after selling out during the quarter.
iSAM Funds (UK) sold 11,003 WEC Energy shares in Q2 2026, an estimated $1.27M.
iSAM Funds (UK) first reported a position in WEC Energy in Q4 2022 and held it in 6 quarters.
iSAM Funds (UK)'s WEC Energy position peaked at $4.41M in Q4 2025.
1,410 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on iSAM Funds (UK)'s 13F filing for Q2 2026, filed 12 Aug 2026.