Meridiem Investment Management’s WEC Energy WEC Stock Holding History

Meridiem Investment Management’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	$275K	Hold	2,380	–	–	0.01%	34
2025 Q4	$251K	Hold	2,380	–	–	0.01%	38
2025 Q3	$273K	Hold	2,380	–	–	0.01%	34
2025 Q2	$248K	Hold	2,380	–	–	﹤0.01%	35
2025 Q1	$259K	Sell	2,380 -2,700	-53%	-$276K	﹤0.01%	36
2024 Q4	$478K	Hold	5,080	–	–	0.01%	29
2024 Q3	$489K	Hold	5,080	–	–	0.01%	31
2024 Q2	$399K	Hold	5,080	–	–	0.01%	32
2024 Q1	$417K	Hold	5,080	–	–	0.01%	31
2023 Q4	$428K	Hold	5,080	–	–	0.01%	32
2023 Q3	$409K	Hold	5,080	–	–	0.01%	32
2023 Q2	$448K	Hold	5,080	–	–	0.01%	33
2023 Q1	$481K	Hold	5,080	–	–	0.01%	33
2022 Q4	$476K	Hold	5,080	–	–	0.01%	35
2022 Q3	$454K	Hold	5,080	–	–	0.02%	34
2022 Q2	$512K	Hold	5,080	–	–	0.01%	34
2022 Q1	$507K	Hold	5,080	–	–	0.01%	37
2021 Q4	$493K	Hold	5,080	–	–	0.01%	39
2021 Q3	$448K	Hold	5,080	–	–	0.02%	41
2021 Q2	$452K	Hold	5,080	–	–	0.02%	41
2021 Q1	$476K	Hold	5,080	–	–	0.02%	40
2020 Q4	$467K	Buy	+5,080	New	+$494K	0.02%	36

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

Meridiem Investment Management's WEC Position: Q1 2026 in Review

Meridiem Investment Management held its WEC Energy (WEC) position steady in Q1 2026 at 2,380 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #34.

Meridiem Investment Management first reported a position in WEC in Q4 2020 and has held it in 22 quarters since. The position peaked at $512K in Q2 2022. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Meridiem Investment Management held 2,380 shares of WEC Energy worth $275K as of Q1 2026.
Meridiem Investment Management left its WEC Energy share count unchanged in Q1 2026.
WEC Energy made up 0.01% of Meridiem Investment Management's portfolio in Q1 2026, its #34 holding.
Meridiem Investment Management first reported a position in WEC Energy in Q4 2020 and has held it in 22 quarters since.
Meridiem Investment Management's WEC Energy position peaked at $512K in Q2 2022.
1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Meridiem Investment Management's 13F filing for Q1 2026, filed 12 May 2026.