Jefferies Financial Group’s WEC Energy WEC Stock Holding History

Jefferies Financial Group’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	$3.61M	Buy	+30,920	New	+$3.53M	0.02%	481
2026 Q1	–	Sell	-26,279	Closed	-$2.95M	–	2248
2025 Q4	$2.77M	Buy	26,279 +12,589	+92%	+$1.39M	0.01%	674
2025 Q3	$1.57M	Buy	+13,690	New	+$1.48M	0.01%	730
2025 Q2	–	Sell	-19,391	Closed	-$2.11M	–	1851
2025 Q1	$2.11M	Buy	+19,391	New	+$1.98M	0.02%	568
2024 Q3	–	Sell	-67,469	Closed	-$5.29M	–	1801
2024 Q2	$5.29M	Buy	+67,469	New	+$5.48M	0.06%	275
2024 Q1	–	Sell	-87,307	Closed	-$7.35M	–	2074
2023 Q4	$7.35M	Buy	+87,307	New	+$7.19M	0.05%	299
2023 Q3	–	Sell	-5,526	Closed	-$488K	–	2026
2023 Q2	$488K	Buy	5,526 +3,010	+120%	+$278K	﹤0.01%	1184
2023 Q1	$238K	Buy	+2,516	New	+$233K	﹤0.01%	1303

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 $3.38T AUM 44.17% 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

Jefferies Financial Group's WEC Position: Q2 2026 in Review

Jefferies Financial Group opened a new position in WEC Energy (WEC) in Q2 2026: 30,920 shares worth $3.61M. The stake represents 0.02% of the portfolio and ranks #481 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in WEC as recently as Q4 2025.

Jefferies Financial Group first reported a position in WEC in Q1 2023 and has held it in 8 quarters since. The position peaked at $7.35M in Q4 2023. 1,412 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Jefferies Financial Group held 30,920 shares of WEC Energy worth $3.61M as of Q2 2026.
WEC Energy was a new Jefferies Financial Group position in Q2 2026.
WEC Energy made up 0.02% of Jefferies Financial Group's portfolio in Q2 2026, its #481 holding.
Jefferies Financial Group first reported a position in WEC Energy in Q1 2023 and has held it in 8 quarters since.
Jefferies Financial Group's WEC Energy position peaked at $7.35M in Q4 2023.
1,412 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.