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 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 $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

Jefferies Financial Group's WEC Position: Q1 2026 in Review

Jefferies Financial Group sold out of WEC Energy (WEC) in Q1 2026, closing a stake of 26,279 shares — an estimated $2.95M sold.

Jefferies Financial Group first reported a position in WEC in Q1 2023 and held it in 7 quarters. The position peaked at $7.35M in Q4 2023. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Jefferies Financial Group reported no remaining WEC Energy position as of Q1 2026 after selling out during the quarter.
Jefferies Financial Group sold 26,279 WEC Energy shares in Q1 2026, an estimated $2.95M.
Jefferies Financial Group first reported a position in WEC Energy in Q1 2023 and held it in 7 quarters.
Jefferies Financial Group's WEC Energy position peaked at $7.35M in Q4 2023.
1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.