Marshall Wace
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Marshall Wace’s WEC Energy WEC Stock Holding History

Marshall Wace’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 		$50.4M Sell
435,096
-209,310
-32% -$23.5M 0.05% 359
2025
Q4 		$68M Sell
644,406
-48,130
-7% -$5.33M 0.06% 269
2025
Q3 		$79.4M Sell
692,536
-251,426
-27% -$27.3M 0.08% 215
2025
Q2 		$98.4M Buy
943,962
+581,748
+161% +$61.9M 0.11% 173
2025
Q1 		$39.5M Sell
362,214
-68,495
-16% -$7M 0.05% 334
2024
Q4 		$40.5M Buy
430,709
+336,739
+358% +$32.6M 0.05% 329
2024
Q3 		$9.04M Sell
93,970
-22,938
-20% -$2.03M 0.01% 794
2024
Q2 		$9.17M Sell
116,908
-12,357
-10% -$1M 0.01% 771
2024
Q1 		$10.6M Buy
129,265
+38,765
+43% +$3.12M 0.02% 728
2023
Q4 		$7.62M Buy
90,500
+37,385
+70% +$3.08M 0.01% 766
2023
Q3 		$4.28M Buy
+53,115
New +$4.62M 0.01% 935
2023
Q1 		– Sell
-181,585
Closed -$17M – 3141
2022
Q4 		$17M Buy
181,585
+111,221
+158% +$10.3M 0.04% 523
2022
Q3 		$6.29M Sell
70,364
-29,855
-30% -$3.05M 0.01% 1202
2022
Q2 		$10.1M Sell
100,219
-255,718
-72% -$25.9M 0.02% 870
2022
Q1 		$35.5M Buy
355,937
+355,558
+93,815% +$33.6M 0.07% 319
2021
Q4 		$37K Sell
379
-23,181
-98% -$2.12M ﹤0.01% 3621
2021
Q3 		$2.08M Buy
23,560
+7,739
+49% +$726K 0.01% 1513
2021
Q2 		$1.41M Sell
15,821
-52,511
-77% -$4.95M 0.01% 1637
2021
Q1 		$6.4M Buy
+68,332
New +$5.96M 0.03% 691
2020
Q3 		– Sell
-85,642
Closed -$7.51M – 1958
2020
Q2 		$7.51M Buy
85,642
+72,652
+559% +$6.55M 0.05% 365
2020
Q1 		$1.14M Buy
+12,990
New +$1.25M 0.01% 771
2018
Q4 		– Sell
-9,456
Closed -$631K – 1834
2018
Q3 		$631K Sell
9,456
-38,222
-80% -$2.55M 0.01% 884
2018
Q2 		$3.08M Buy
+47,678
New +$2.96M 0.05% 366
2015
Q4 		– Sell
-35,356
Closed -$1.85M – 1140
2015
Q3 		$1.85M Buy
+35,356
New +$1.72M 0.02% 474

Other funds holding WEC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Marshall Wace's WEC Position: Q1 2026 in Review

Marshall Wace reduced its WEC Energy (WEC) stake by 32% in Q1 2026, selling an estimated $23.5M and leaving 435,096 shares worth $50.4M. The position accounts for 0.05% of the portfolio, ranked #359.

Marshall Wace first reported a position in WEC in Q3 2015 and has held it in 24 quarters since. The position peaked at $98.4M in Q2 2025. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Marshall Wace held 435,096 shares of WEC Energy worth $50.4M as of Q1 2026.
  • Marshall Wace sold 209,310 WEC Energy shares in Q1 2026, an estimated $23.5M.
  • WEC Energy made up 0.05% of Marshall Wace's portfolio in Q1 2026, its #359 holding.
  • Marshall Wace first reported a position in WEC Energy in Q3 2015 and has held it in 24 quarters since.
  • Marshall Wace's WEC Energy position peaked at $98.4M in Q2 2025.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.