JCIC Asset Management’s WEC Energy WEC Stock Holding History

JCIC Asset 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 Q1	$436	Buy	+4	New	+$409	﹤0.01%	163
2020 Q2	–	Sell	-71	Closed	-$6K	–	101
2020 Q1	$6K	Hold	71	–	–	﹤0.01%	88
2019 Q4	$7K	Hold	71	–	–	﹤0.01%	105
2019 Q3	$7K	Hold	71	–	–	﹤0.01%	95
2019 Q2	$6K	Hold	71	–	–	﹤0.01%	100
2019 Q1	$6K	Hold	71	–	–	﹤0.01%	110
2018 Q4	$5K	Hold	71	–	–	﹤0.01%	99
2018 Q3	$5K	Hold	71	–	–	﹤0.01%	110
2018 Q2	$5K	Hold	71	–	–	﹤0.01%	93
2018 Q1	$4K	Buy	+71	New	+$4.41K	﹤0.01%	102

Other funds holding WEC

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

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

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

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

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

JCIC Asset Management's WEC Position: Q1 2025 in Review

JCIC Asset Management opened a new position in WEC Energy (WEC) in Q1 2025: 4 shares worth $436. The stake represents ﹤0.01% of the portfolio and ranks #163 among its holdings. This is a return to the name: JCIC Asset Management previously reported a position in WEC as recently as Q1 2020.

JCIC Asset Management first reported a position in WEC in Q1 2018 and has held it in 10 quarters since. The position peaked at $7K in Q4 2019. 1,273 funds tracked by Wall St. Rank hold WEC as of Q1 2025.

JCIC Asset Management held 4 shares of WEC Energy worth $436 as of Q1 2025.
WEC Energy was a new JCIC Asset Management position in Q1 2025.
WEC Energy made up ﹤0.01% of JCIC Asset Management's portfolio in Q1 2025, its #163 holding.
JCIC Asset Management first reported a position in WEC Energy in Q1 2018 and has held it in 10 quarters since.
JCIC Asset Management's WEC Energy position peaked at $7K in Q4 2019.
1,273 funds tracked by Wall St. Rank held WEC Energy as of Q1 2025.

Based on JCIC Asset Management's 13F filing for Q1 2025, filed 23 Apr 2025.