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 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 $5.72T AUM 30.48% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

iSAM Funds (UK)'s WEC Position: Q1 2026 in Review

iSAM Funds (UK) reduced its WEC Energy (WEC) stake by 74% in Q1 2026, selling an estimated $3.46M and leaving 11,003 shares worth $1.27M. The position accounts for 0.63% of the portfolio, ranked #40.

iSAM Funds (UK) first reported a position in WEC in Q4 2022 and has held it in 6 quarters since. The position peaked at $4.41M in Q4 2025. 1,373 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

iSAM Funds (UK) held 11,003 shares of WEC Energy worth $1.27M as of Q1 2026.
iSAM Funds (UK) sold 30,832 WEC Energy shares in Q1 2026, an estimated $3.46M.
WEC Energy made up 0.63% of iSAM Funds (UK)'s portfolio in Q1 2026, its #40 holding.
iSAM Funds (UK) first reported a position in WEC Energy in Q4 2022 and has held it in 6 quarters since.
iSAM Funds (UK)'s WEC Energy position peaked at $4.41M in Q4 2025.
1,373 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on iSAM Funds (UK)'s 13F filing for Q1 2026, filed 13 May 2026.