Ken Fisher’s WEC Energy WEC Stock Holding History

Ken Fisher’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	$394K	Buy	3,401 +1,229	+57%	+$138K	﹤0.01%	836
2025 Q4	$229K	Buy	2,172 +156	+8%	+$17.3K	﹤0.01%	958
2025 Q3	$231K	Buy	+2,016	New	+$219K	﹤0.01%	951
2025 Q2	–	Sell	-1,950	Closed	-$213K	–	1085
2025 Q1	$213K	Buy	+1,950	New	+$199K	﹤0.01%	970
2021 Q2	–	Sell	-5,169	Closed	-$484K	–	972
2021 Q1	$484K	Buy	+5,169	New	+$451K	﹤0.01%	711
2020 Q4	–	Sell	-2,659	Closed	-$258K	–	953
2020 Q3	$258K	Buy	+2,659	New	+$248K	﹤0.01%	771
2019 Q2	–	Sell	-3,127	Closed	-$247K	–	874
2019 Q1	$247K	Buy	+3,127	New	+$232K	﹤0.01%	731

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

Ken Fisher's WEC Position: Q1 2026 in Review

Ken Fisher increased its WEC Energy (WEC) stake by 57% in Q1 2026, buying an estimated $138K and bringing the position to 3,401 shares worth $394K. The position accounts for ﹤0.01% of the portfolio, ranked #836.

Ken Fisher first reported a position in WEC in Q1 2019 and has held it in 7 quarters since. The position peaked at $484K in Q1 2021. 1,373 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Ken Fisher held 3,401 shares of WEC Energy worth $394K as of Q1 2026.
Ken Fisher bought 1,229 WEC Energy shares in Q1 2026, an estimated $138K.
WEC Energy made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #836 holding.
Ken Fisher first reported a position in WEC Energy in Q1 2019 and has held it in 7 quarters since.
Ken Fisher's WEC Energy position peaked at $484K in Q1 2021.
1,373 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.