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 $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $501B 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 Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return