Neo Ivy Capital Management’s WEC Energy WEC Stock Holding History

Neo Ivy Capital 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
2025 Q4	–	Sell	-6,306	Closed	-$723K	–	542
2025 Q3	$723K	Buy	+6,306	New	+$684K	0.18%	182
2025 Q2	–	Sell	-6,580	Closed	-$717K	–	492
2025 Q1	$717K	Buy	+6,580	New	+$672K	0.23%	135
2023 Q3	–	Sell	-9,513	Closed	-$839K	–	466
2023 Q2	$839K	Buy	+9,513	New	+$879K	0.44%	81
2022 Q4	$723K	Buy	+7,716	New	+$713K	0.49%	77
2022 Q3	–	Sell	-2,384	Closed	-$239K	–	575
2022 Q2	$239K	Buy	+2,384	New	+$242K	0.64%	40
2021 Q4	–	Sell	-1,354	Closed	-$119K	–	651
2021 Q3	$119K	Buy	+1,354	New	+$127K	0.14%	224
2021 Q1	–	Sell	-2,371	Closed	-$218K	–	635
2020 Q4	$218K	Buy	2,371 +800	+51%	+$77.8K	0.24%	148
2020 Q3	$152K	Buy	1,571 +217	+16%	+$20.2K	0.15%	230
2020 Q2	$119K	Sell	1,354 -1,015	-43%	-$91.6K	0.14%	224
2020 Q1	$209K	Buy	+2,369	New	+$228K	0.34%	105

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Neo Ivy Capital Management's WEC Position: Q4 2025 in Review

Neo Ivy Capital Management sold out of WEC Energy (WEC) in Q4 2025, closing a stake of 6,306 shares — an estimated $723K sold.

Neo Ivy Capital Management first reported a position in WEC in Q1 2020 and held it in 10 quarters. The position peaked at $839K in Q2 2023. 1,349 funds tracked by Wall St. Rank hold WEC as of Q4 2025.

Neo Ivy Capital Management reported no remaining WEC Energy position as of Q4 2025 after selling out during the quarter.
Neo Ivy Capital Management sold 6,306 WEC Energy shares in Q4 2025, an estimated $723K.
Neo Ivy Capital Management first reported a position in WEC Energy in Q1 2020 and held it in 10 quarters.
Neo Ivy Capital Management's WEC Energy position peaked at $839K in Q2 2023.
1,349 funds tracked by Wall St. Rank held WEC Energy as of Q4 2025.

Based on Neo Ivy Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.