JFG
WEC icon

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 		– Sell
-29,200
Closed -$3.38M – 2081
2026
Q1 		$3.38M Sell
29,200
-29,300
-50% -$3.29M 0.02% 438
2025
Q4 		$6.17M Buy
+58,500
New +$6.48M 0.03% 443

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
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.